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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Throughout this entire year, we’ve been hearing mumblings about Biden administration future tax changes and what they may look like. Finally, we’ve gotten some specific changes detailed from Congress and we want to share some of their proposals with you. Top corporate tax rate to go up to 26% on income above $5 million. Trump…

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Michelle Norris, Director of Corporate Wellness at SweatNet joined us again for a third installment to our webinar series. This webinar was focused around how you can decrease inflammation in the body and eat more of foods that are in season. Listen in and enjoy Michelle discussing all topics health related! Raymond James is not…

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Michelle Norris, Director of Corporate Wellness at SweatNet joined us again for a third installment to our webinar series. This webinar was focused around how you can decrease inflammation in the body and eat more of foods that are in season. Listen in and enjoy Michelle discussing all topics health related! Raymond James is not…

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As America continued to recover from the COVID-19 pandemic in the first half of 2021, the economy and the equity markets made significant progress. My midyear report to you is, as always, divided into two parts. First is a brief recap of our shared investment philosophy; second is my perspective on the current situation. As…

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As we approach the first official day of summer in 2021, we wanted to send some good info from a recent conference we attended. Our Investment Committee had a unique opportunity last night to listen to some of the brightest economist in the US , including – Brian Wesbury, and here are our notes that…

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