Celebrating Thanksgiving by Giving Back
November 18, 2022
While the year--and the market-- has been rather tumultuous, we have so much to be grateful for this Thanksgiving. We look...
Investment Outlook, September 2022
September 28, 2022
"Keep At It" After an encouraging start to the summer, the markets have tumbled again, dropping almost 8% so far in September...
Our Blockchain Crypto Conversation with a Client
September 2, 2022
Not long ago, a client asked us to have a general discussion with them to help them better understand blockchain technology and...
Use This Year’s Volatility to Manage Taxes
August 18, 2022
The start of this year saw one of the worst years on record for stock market volatility and returns. Now, almost...
Summer Economic Slowdown
July 12, 2022
As we look to the start of the second half of 2022, the same trends that were playing out in January are still unfolding, and...
Investment Outlook, July 2022
July 1, 2022
Has 2022 only been six months? The S&P 500 has had its worst start to the year since 1970 and the traditional safety of bonds...
Are We Already in a Recession?
June 6, 2022
As recently reported: Gross domestic product in the U.S. declined at a 1.4% pace in the first quarter, below analyst...
Time To Use Your Tax Refund
May 4, 2022
What to Do with Your Tax Refund? Here we are already through the first quarter of 2022, and every year April 15th seems to...
Investment Outlook, March 2022
March 25, 2022
After two blistering years, markets have had a difficult start to 2022. Investors are struggling to determine if inflation,...
Your Valentine’s Day Honey-Do List
February 11, 2022
Finally, a Valentine’s Day where we can celebrate with our loved ones, possibly even enjoying a romantic dinner at a special...
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...