Jul 26, 2022 | Newsletters
Survivor is the title of an ever-popular reality television series, where a group of contestants are stranded in a remote location with little more than the clothes on their back. They compete in a variety of challenges for thirty-nine days until the individual that...
Apr 21, 2022 | Newsletters
The first quarter of 2022 proved to be a real challenge for investors. A mid-quarter 13% stock market plunge was particularly rough. Bonds were no help at all, as interest rates moved higher and prices declined sharply. Our January newsletter warned that “your...
Mar 4, 2022 | Market Commentary
This year, we celebrate 45 years in business and could not be more proud of this team and are honored to have worked with some of the best clients. YOU are the reason we’re able to celebrate this milestone and we are incredibly grateful. Our tagline “Quality,...
Jan 18, 2022 | Newsletters
Wow, in 2021 inflation surged to its highest rate in 40 years! This might not be a huge shock if you shop for groceries or fill up at the pump, but should you be concerned? While there is a lot of talk about it these days, inflation is not a new problem. There are...
Jan 14, 2022 | Newsletters
Congratulations! We are pleased to report 2021 was a strong year! In fact, stocks have now advanced over the last seven consecutive quarters! This year’s path was unusually steady with only short bouts of volatility, making the stock market journey to new all-time...
