02/03/21
2020 Annual Letter
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.
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11/06/20
Q3 2020 Market Update
Quarterly Market Recap The third quarter continued this year’s rebound with the Wilshire 5000 index gaining 9.01% from the timeframe of…
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10/01/20
What does the upcoming election mean for investments?
It’s that time again; election time. We’ve received a good deal of questions from families regarding the possible fallout from the upcoming
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08/12/20
Q2 2020 Market Update
Quarterly Market Recap
· Election Fears
· Market Fragmentation
· Top Client Questions and Answers
The second quarter saw a large rebou
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06/27/20
Independence Day – Divine Preservation
Independence Day is approaching us, which means I get to share stories about our founding fathers that I believe most Americans have…
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05/07/20
Q1 2020 Market Update
Q1 2020 Highlights · Never bet against America · Quarterly Market Recap · Top Client Questions and Answers Thoughts on the United States…
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04/07/20
Cares Act – What you Should Know
I hope this update finds you and your family healthy and taking advantage of the extra family time provided by this historical period we…
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04/06/20
Cares Act Summary
This article was taken from corporate accountant Julie Young at Simplified Accounting. She has put together a very nice summary piece…
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04/01/20
Back to the Basics
Back to the Basics – Principles of Financial Success When in the midst of any “crisis” it is very important to remember the basics. Over…
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