Blog
The Debt Ceiling Debates
Friday, May 26, 2023
Recently, there have been many headlines about the debt ceiling negotiations in Washington. If we look at history, America has never intentionally defaulted on its obligations as the debt ceiling has been raised over 100 times in the...
Read MoreSilicon Valley Bank and the Market
Monday, March 20, 2023
Financial markets were recently shaken as Silicon Valley Bank (SVB) failed on March 10th and they continue to be significantly volatile as investors are wondering what’s next.
Read MoreLooking Forward to the New Year
Thursday, January 12, 2023
The beginning of a calendar year is often the time when the previous year’s reflections transition to a new year’s hopes. Everyone is looking for a fresh start.
Read MoreWhen Will This Bear Market Go Away?
Tuesday, November 8, 2022
Bear markets feel like they drag on and on which we know is very difficult to watch as investors.
Read MoreShow All
Navigating Inflation and the Market
Wednesday, September 14, 2022
Inflation. This word continues to make news headlines, impact economic policy decisions, and challenge individuals across our country. On September 13th, spurred by a higher-than-expected August inflation report, US stocks suffered...
Read More
3 Tips for Avoiding Financial Scams
Monday, August 1, 2022
We have noticed an increasing number of financial scams recently and want to remind everyone of three security tips that could help you avoid them.
Read MoreThe Bear Market Has Arrived, and the Wall of Worry is Tall. Now What?
Tuesday, July 5, 2022
It has been a challenging year so far. The S&P 500 Index started 2022 with its worst 6 months of a calendar year since 1970. There is no shortage of bearish headlines. Some of the smartest investors out there are urging caution and...
Read MoreEarly 2022 Market Commentary
Wednesday, May 4, 2022
Let’s take a look at what’s going on today. We are two years into a global pandemic, commodity prices are moving upward, inflation has risen significantly, the Fed is raising interest rates, recession worries are spreading,...
Read MoreCOVID & The Economy
Monday, February 22, 2021“In the short-term, the market is a popularity contest. In the long-term, the market is a weighing machine.” Warren Buffett 2021 is under way, as our nation and the rest of the world look to begin to put the global pandemic...
Read More
Identity Theft & Fraud Seminar
Thursday, October 1, 2020Around this time of year, for you our family and friends, we had planned on having an Identity Theft Seminar to provide information on this fast-growing crime. Due to the current state of the world with the COVID-19 pandemic we thought...
Read MoreAvoiding COVID-19 Scams
Tuesday, May 26, 2020Scammers, fraudsters, and other criminals are taking advantage of rapidly changing data and facts associated with COVID-19, both in the workplace and in our homes. Government agencies, corporations, and news outlets continue to warn...
Read MoreCOVID-19 & Investing
Friday, April 3, 2020April 2, 2020 Dear Valued Investor: “Every decade or so, dark clouds will fill the economic skies, and they will briefly rain gold. When downpours of that sort occur, reach for a bucket.” —Warren Buffett The battle...
Read MoreSystematic Withdrawals in Retirement
Tuesday, February 13, 2018Many of us grew up with the concept that making regular, periodic contributions to our retirement account was a sound investment strategy. The idea was that, in a fluctuating market, regularly investing a set amount would enable an...
Read More