What’s on our mind? You can read about it in our blog. Whether it’s ideas from the investment world or concepts from the financial industry, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.
Friday, September 30, 2022
Hello to those near and far. We are safe and sound, and we pray that our clients, friends, and family who found themselves in the path of the hurricane have also stayed safe as well. Now that we are on the other side of...
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Thursday, January 7, 2021
2020 was a year a lot of people would like to forget. While the Novel Coronavirus (Covid) destroyed lives and business, we made strategic changes in our clients’ portfolios in the beginning of April. We harvested capital losses...
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Tuesday, March 17, 2020
2019 was a wonderful year with the Dow Jones Industrial Average producing a 25.3% return. We have had 11 years of a bull market and eventually there had to be a downturn, we just didn’t know when or how. Well, the Coronavirus has...
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What is going on After a long steady period for stocks, volatility has raised its ugly head, sending equities sharply lower. In the last week, the S&P 500® index has fallen approximately 8% from its high. The decline gained steam...
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Well we have finished another year, 2017 is now over and what a year it was! With the markets up across the board, economic reports looking good, low unemployment, low inflation and our portfolio managers not seeing any big problems...
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Thursday, January 19, 2017
2016 was a bumpy ride and ended up with our managers up for the year in both the equities and bond portions of portfolios. It was the small and mid-cap stocks that led the way this year, with the large cap stocks following. For...
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