With COVID still hanging around and supply chain issue woes continuing to persist, the market has managed to stay the course. Many clients have begun to wonder where the market is finding its strength given the state of the economy in its current state. In this Q4 market update David and the investment committee answer…

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This past Sunday marked a most significant anniversary in the economic and financial history of the United States, and I could not let it pass without comment. When properly appreciated, it can serve as an importantly teachable moment. For it was a quarter century ago, on the night of Thursday, December 5, 1996, that the…

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Towards the end of each year and around the holidays, we frequently are having conversations with clients about what to do with cash. A lot of individuals get Christmas bonuses or their annual bonuses are always paid out towards the end of the year. These bonuses can absolutely help cover the cost of Christmas spending…

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As our lives become more and more integrated with technology, it is important to protect yourself and your family from online criminals.  It’s no secret that as technology becomes more prominent and sophisticated, so do the techniques used by criminals. According to Emsisoft*, US ransomware attacks cost an estimated $915 million in 2020 and the Harris…

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With COVID still hanging around and supply chain issue woes continuing to persist, the market has managed to stay the course. Many clients have begun to wonder where the market is finding its strength given the state of the economy in its current state. In this Q4 market update David and the investment committee answer…

Read More