Registered Investment Advisors
Welcome to our web site where you will learn more about Newman Dignan & Sheerar, the investment and wealth management process, who and where we are, and what we can do for you. You will also find current market news and data, as well as some of our recent newsletters.
Founded in 1992, Newman Dignan & Sheerar is an independent investment and wealth management firm, privately owned by the principals. We are a "fee only" based advisor and are not affiliated with any financial institutions.
We work closely with each client to develop a comprehensive investment policy statement. The policy statement acts as a blueprint in order to build and manage the portfolio. It outlines the client's objectives, risk tolerance and financial situation, the asset allocation guidleines, diversification of each asset class, and the performance measurement process.
Our team of wealth managers and investment advisors are able to help you formulate your long-term goals and develop the strategies with which to attain them. We are experienced in tax, retirement, and estate planning.
Latest Financial News
- SEC reaches settlement with ex-Qwest CEO Nacchio (AP) Fri 9:31pm EDT
- Stocks extend September rally after jobs report (AP) Fri 5:37pm EDT
- Summary Box: Stock market snaps a three-week slump (AP) Fri 5:01pm EDT
- How the major stock indexes fared Friday (AP) Fri 4:56pm EDT
- Stocks rally as jobs data spurs optimism (Reuters) Fri 4:43pm EDT
- A look at economic developments around the globe (AP) Fri 1:00pm EDT
- Stocks jump after relatively upbeat US jobs data (AP) Fri 12:46pm EDT
- European stocks soar on US data; dollar breaches 85 yen (AFP) Fri 9:47am EDT
Today's Markets