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A Viral Storm – That Will Pass

A Viral Storm – That Will Pass

Considering the exceptional portfolio returns earned in 2019 and improving economy as this year began, this virus-induced stock market collapse has been a gut-wrenching time for all of us. Your portfolio is bruised but not broken. Especially rough markets come along,...

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Best Year This Century!

Best Year This Century!

Happy New Decade! We are pleased to report your diversified, high quality investment portfolio* finished the year with a very strong performance. Once again, you reached new all-time high* levels of wealth (adjusted for any withdrawals). In fact, 2019 ended up...

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Adding to Gains

Adding to Gains

We are pleased to report your portfolio [1](adjusted for withdrawals) outperformed the major U.S. stock market indices, which made modest upside progress this quarter. Your portfolio once again reached new all-time highs[1]! Economic growth is chugging right along on...

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Pring Turner Ranked #1 Venerated Voice for 2015