Springing Forward to New All-Time Highs!

Springing Forward to New All-Time Highs!

​The new year is off to a fine start with stock prices continuing to rally and once again reaching new all-time highs. As we suggested in our winter newsletter, broadening participation within the stock market would be a welcome sign.  Indeed, our wish came true this...
Tricks of the Trade: Six Tax Savvy Moves

Tricks of the Trade: Six Tax Savvy Moves

Tax season can be an interesting time for investors, but it doesn’t have to be a daunting one. Whether you are an experienced investor, a solopreneur, a family, or individual looking for financial efficiencies, there are ways to keep more of your hard-earned...
The Pause That Refreshes

The Pause That Refreshes

Since the market peak in late July, stocks suffered a sharp decline of roughly 8%. Recession worries, labor strikes, government shutdown talk, rising energy costs and higher interest rates are all taking a toll on investor emotions.  Fear has begun to replace greed...