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Investment Outlook, January 2022

January 8, 2022

Economic expectations at the beginning of 2021 were sky high. We were on the verge of a vaccine roll out, and we could imagine a...

Year End Letter

December 30, 2021

As our year comes to a close, I’d like to take a moment to express my gratitude for trusting us with your business and update...

A Season of Gratefulness

November 22, 2021

It feels like the holiday season can’t come soon enough this year! We are ready to celebrate and also move forward with...
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Fourth Quarter Tax Planning Tips

November 16, 2021

With the pending Build Back Better bill changing daily, no one is sure what tax changes may be coming down the...

So Far, So Good, But Risks Abound

September 30, 2021

After the dramatic and sudden collapse of the global economy last year, The U.S. has spent most of 2021 in recovery mode. ...

Is It Time for Your Financial Check Up?

August 12, 2021

You routinely take care of your health and fitness, now it’s time to put a similar plan in place for your finances so that you...

June Investment Outlook

July 1, 2021

After 15 months of lockdowns, social distancing measures, and the unfortunate widespread human suffering, the world looks to...

Protect Yourself with Cybersecurity

May 26, 2021

Does it feel like your email inbox is being bombarded with more and more junk mail? Do you find yourself wondering which emails...

March Investment Outlook

April 1, 2021

The start of 2021 has seen markets caught between several opposing forces: optimism over a strong economic recovery, fear that...

It’s Tax Time: Here’s Some Tips to Use Now

March 19, 2021

Tax season is officially here, and now we have all been given relief for this confusing filing year until May 17th.  Even with...

Protect Those You Love with Insurance

February 12, 2021

  Valentine’s day may be a little different this year; maybe your favorite restaurant has limited seating or maybe you...

Year-End Investment Outlook

January 1, 2021

2020 was a challenging, yet surprising, year for all.  At the start, the markets were reaching new highs as we...

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