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06/27/20

Independence Day is approaching us, which means I get to share stories about our founding fathers that I believe most Americans have…

05/07/20

Q1 2020 Highlights · Never bet against America · Quarterly Market Recap · Top Client Questions and Answers Thoughts on the United States…

04/07/20

I hope this update finds you and your family healthy and taking advantage of the extra family time provided by this historical period we…

04/06/20

This article was taken from corporate accountant Julie Young at Simplified Accounting. She has put together a very nice summary piece…

04/01/20

Back to the Basics – Principles of Financial Success When in the midst of any “crisis” it is very important to remember the basics. Over…

03/18/20

“Only buy something that you’d be perfectly happy to hold if the market shut down for 10 years” – Warren Buffet In the prior two market…

03/10/20

Wow! What a wild ride the markets have experienced the last few weeks. A jolt like this is startling when markets decide to drop so quickly, but if we choose

02/26/20

Unless you live under a rock, you have certainly read or heard about the terrible Corona virus afflicting China and spreading to other areas of the world. As of today,

02/05/20

2019 Year-End Review and 2020 Forward Outlook What a great year for the markets! The US Stock market, as represented by the Wilshire 5000 price index, ended the year up