Thursday, March 19, 2026
“In the short run, the market is a voting machine, but in the long run, it is a weighing machine.” – Benjamin Graham, former economist and investorWe hope 2026 is off to a good start for you and your family.Over the past three weeks,...
Read More
Tuesday, April 8, 2025
“Businesses, as well as individuals with desired talents, will usually find a way to cope with monetary instability as long as their goods or services are desired by the country’s citizenry…Lacking such assets as athletic excellence, a...
Read More
Monday, February 3, 2025
An investing pioneer Sir John Templeton once said, “The four most dangerous words in investing are… this time it’s different.” 2024 was another very strong year in the stock market. It followed the historical stock market pattern of...
Read More
Friday, January 12, 2024
A quote from Winston Churchill: “The farther backward you can look, the farther forward you can see.”
Read More
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 More
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 More
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 More
Tuesday, November 8, 2022
Bear markets feel like they drag on and on which we know is very difficult to watch as investors.
Read More
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
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 More
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 More
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 More“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
Around 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 MoreScammers, 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 MoreApril 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 MoreMany 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