I am starting a new tradition here at our firm, where I start the year off with a mutual re-commitment to a set of guiding principles that I have seen work well through 20 years of market ups and downs, followed by my Current Observations as it relates to the economy and your financial plan. …

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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…

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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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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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I am writing this email proactively, as I always like to stay ahead of my clients’ concerns.  And, after 20 years I have developed a decent “gut feel” when a little guidance may be welcomed.  As we look back at September and head into the final quarter of the year we have started to see…

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The replay from our webinar held on September 9th, Summer 2021 Market Update is available now! This webinar was from the same live presentation that we gave in mid-August at Richland Country Club. If you were unable to attend both the in-person presentation or the webinar, now is your chance to view it. Do not…

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The audio replay from our webinar held on September 9th, Summer 2021 Market Update is available now! This webinar was from the same live presentation that we gave in mid-August at Richland Country Club. If you were unable to attend both the in-person presentation or the webinar, now is your chance to listen in. Do…

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