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How Worried Should We Be About Inflation?
Inflation has been a topic at the top of headlines for the last 6+ months. It is…
The Effect of Interest Rates
So far this year, it seems like every day there’s news about what the Federal Reserve Board…
2022 Q1 Investment Update
2021 was a banner year for equities, as fiscal and monetary stimulus continued to pour into the…
Investing 101: The Difference Between Saving and Investing
When it comes to investing vs. saving, it is important to understand exactly what the difference between…
New Year, New You – How to Save Money
It’s the new year and we’re all setting goals for ourselves. Personally, I’ve got that one sweet…
Tax Form Delivery Schedule
Believe it or not, it’s tax season once again. With so many documents to juggle this time…
A Couple of Quick Thoughts/Stats Regarding Recent Market Volatility
Wow, where has the first month of the year gone, its seems like just last week we…
From the Desk of David Adams
I am starting a new tradition here at our firm, where I start the year off with…
2022 Market Outlook & Expected Trends
The holidays mark an opportunity for lots of reflection. On a personal level, we all get to…
Important – Happening this Week – Notes from our Investment Committee
Wow… just like that the page has turned on 2021 and it’s the start of a new…
A Teachable Moment – 25 Years Ago Today
This past Sunday marked a most significant anniversary in the economic and financial history of the United…
Should You Pay Down Your Mortgage or Invest Your Extra Money?
Towards the end of each year and around the holidays, we frequently are having conversations with clients…