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Thanksgiving 2022 Market Update

December 28, 2022 /
Market Summary Welcome back readers. As we proceed through the 4th quarter of 2022, and into the busy holiday season, we wanted to give you an update on some important
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May 2022 Market Update

May 25, 2022 /
Market Summary Welcome back readers. We hope you are enjoying the spring and have made plans for a summer break. Let’s get to it. Yes, the first five months of
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End of Year 2021; Outlook for 2022 Newsletter

January 16, 2022 /
As an investor, having perspective beyond the recent market volatility and the latest news headline is important. Let’s look back to just twelve months ago. We began 2021 with a
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Mid Year 2021 Newsletter

August 23, 2021 /
Hello investors and friends. We hope that you and your families are enjoying the summer season. Over the last few years, we have been distributing a newsletter in a consistent
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4th Quarter 2020 Newsletter

December 18, 2020 /
Market Update Welcome back readers. We hope everyone is doing well and staying healthy. Although it is not quite time for the year-end newsletter, given the difficulties of 2020 we
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2nd Quarter 2020 Newsletter

July 3, 2020 /
Market Update Welcome back readers. For market participants, the second quarter of 2020 was one to be remembered. For advisors, implementing portfolio strategies, it has been quite exhausting. The first
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