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.

Order and Direction

Unpleasant surprises make people uncomfortable. We look for reasons why those events happened so we can believe there is order and direction to our lives. Today, investors worry about the next big decline. These events seldom provide advance notice of their arrival. It read...

Waiting for the Bear

Significant decreases in stock prices are never a matter of “if” they will happen. They are always a matter of “when.” Bear markets, defined as a 20% decrease in price, occur on a regular basis. On average, they happen once every five years. More read...

June 2017 Client Letter – Avoiding Financial Scams

Financial scams can be a threat to your financial security and well being.  Some will pose as the IRS, others will prey on your emotional ties to your loved one.  In most cases, the scammers are trying to catch you off guard. In our June 30 client letter we address some read...

Important Things

Taking Time To Enjoy The Important Things In Life It is important to stop and enjoy the important things in life.  Every year, my wife and I host a picnic for the people who mean the most to us. Some we don’t get to see as often as we would like. A lot of time and read...

Our Quarterly Client Letters

June, 2017

March 2017

September, 2016