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08/02/21

In Q2 2021 the Wilshire 5000 Total Return index gained 8.05%, the All-Country World Index gained 7.11%, and the Barclays Aggregate Bond…

07/30/21

Etsy is the global marketplace for unique and creative goods. We connect millions of buyers and sellers from nearly every country around…

07/07/21

Thomas Jefferson wrote language into the original Declaration of Independence that had to be taken out in order to receive a unanimous vote.

05/06/21

The past 5 years have offered tremendous returns in the stock market while also maintaining inflation-like returns in the general bond marke

03/22/21

We recently witnessed Tom Brady win his 7th super bowl, furthering the notion that he is the greatest of all time (GOAT) of the NFL. The…

02/03/21

I’m happy to share with you that, like our clients, our business had a very good year in spite of the many challenging headlines.

11/06/20

Quarterly Market Recap The third quarter continued this year’s rebound with the Wilshire 5000 index gaining 9.01% from the timeframe of…

10/01/20

It’s that time again; election time. We’ve received a good deal of questions from families regarding the possible fallout from the upcoming

08/12/20

Quarterly Market Recap
· Election Fears
· Market Fragmentation
· Top Client Questions and Answers

The second quarter saw a large rebou