Believe it or not, it is already December — and before you know it, we will be looking back on 2014.

You still have a few weeks, however, to do some end-of-the-year maintenance that can help you both now and in the long run.

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Happy Holidays - we are off for the holiday season but will be back in 2015. Stay tuned for dates and times!
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SoundMark

Soundmark Wealth Management, LLC provides wealth management services to its clients through integration of a diversified 'passive asset class' philosophy using primarily institutional class index funds.


Who is The Coffeehouse Investor?

This non-commercial web site is for investors across the nation and around the world who recognize and embrace the sophistication of simplicity in their investment portfolios as well as their personal lives.

The Coffeehouse Investor does not provide financial advice - our purpose is to provide creative education for investors who want to build wealth, ignore Wall Street and get on with their lives by making informed, intelligent investment decisions.