Welcome to Our Blog

Thanks for visiting our blog.  We hope to provide you relevant information which provides both perspective and information about topics like personal finance, retirement and investing.  We also have past copies of our quarterly client newsletters.

August Investment Market Update

In this month’s update, we recap how the stock and bond markets performed.  We also discuss the end of the latest stock market correction. Click on the video to watch.   It’s been a good year, so far… The US Stock market has had a good year so far read...

Volatility

In our last video, we talked about the first correction we had experienced in over two years.  In this video we will discuss the increased  Volatility and how it compares to previous years. Video:  Stock Market Volatility 2018   Click Here to watch on YouTube Stock read...

The Correction of 2018

Would you like to take a closer look at the annual correction chart shown in the video?  you can download it in the link below.  Just click on the image for a full sized pdf file. Adobe Acrobat Reader is available as a free download directly from Adobe. Click Here to do read...

Bitcoin Mania

Have you seen this thing called Bitcoin? It is up a gajillion percent since January and people are getting rich! They say these crypto-currencies are the money of the future.   Does this sound familiar? It rhymes an awful lot like the tech boom of the late 1990’s. read...

Predictions: A Fool’s Errand

People always ask what we think the stock market will do in the upcoming year. The true answer—”We have no idea”—is not exciting. But making accurate predictions about something so complex isn’t easy.  Here is an article written by CNBC on January 3rd read...

Our Quarterly Client Letters

June, 2017

March 2017

September, 2016