

Q2 2022 Market Update
During the first quarter, 2022 the Wilshire 5000 declined -5.89%(Wilshire 5000 return from 12-31-2021 to 3-31-2022). Over the same…

Understanding Risk

Q1 2022 Market Update #3
During the first quarter, 2022 the Wilshire 5000 declined -5.89%(Wilshire 5000 return from 12-31-2021 to 3-31-2022). Over the same…

Q1 2022 Market Update
During the first quarter, 2022 the Wilshire 5000 declined -5.89%(Wilshire 5000 return from 12-31-2021 to 3-31-2022). Over the same…

Inflation is Here – Now What?
Inflation is clearly a major problem in our country now. Our current inflation rate is 7.9% compared to 1.81% in 2019. How did we get here a

2021 Annual Letter
The year 2021 was generally strong for investments, financial plans, and our business. Despite headwinds such as inflation, supply chain iss

Q3 2021 Market Update
Q3 was a bit of a pause on the yearly growth, but markets again roared back to all-time highs in October. This year has continued solid retu

Constitution Day – We are not a Democracy
Over the years I have been writing an Independence Day article to remind us of the sacrifice our founding fathers made. In the article I…