quarterly update

02/20/18

Fourth quarter 2017 added strong gains with the Wilshire 5000 Stock Index growing 5.88% while the Barclays Aggregate Bond Index added a steady 0.50%. This moved stock returns up 18.97%

10/10/17

Q3 Market Update Third quarter continued the years steady march upwards with low volatility and consistent gains. The Wilshire 5000 Stock Index added 4.44% while the Barclays Aggregate Bond Index

07/20/17

Good Times Continue Happy summer to everyone! Hard to believe, but we are a mere month away from kids starting to return to school. I have heard it said before,

03/29/17

Happy spring season to everyone! It may not feel like it just yet but the first day of spring was March 20th. All winter my kids seem to build energy

01/13/17

What a year 2016 turned out to be! From hitting 3 year market lows in February to a powerful rebound and rally to new highs by year-end. The market reminded

10/27/16

Let me be clear, the economy is not the market! You can have slow economies and wonderful market returns or great economic times and sub par investment returns. Investments in