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Blog

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.

Monday, February 12, 2018

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...

 

Tuesday, January 2, 2018

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...

 

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...