facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog search brokercheck brokercheck

learn more

Read Our Blog

%POST_TITLE% Thumbnail

Market Volatility: A Part of the Investment Experience

Market volatility is a part of the investment experience and seasoned investors understand that acting emotionally can be more harmful than helpful. It is always appropriate to understand and prepare for market volatility and downturns, even when markets are going up.

Read More
%POST_TITLE% Thumbnail

Thanksgiving 2020 – Happy Holidays!

This year we achieved many honors in the firm. While we are grateful to be recognized for our work by our industry, what has been far more valuable to us is to be recognized by our clients who gave us a record number of prospective client referrals this year.

Read More
%POST_TITLE% Thumbnail

Proactive Year-end Tax Planning for 2020 and Beyond

2020 was an unusual year that had several major legislative bills passed that could have an impact on your taxes. It is also a presidential election year, so investors might want to think about potential future tax strategies. Although it will take more than a change in president to enact tax laws changes, it is always wise to educate yourself in advance.

Read More
%POST_TITLE% Thumbnail

Economic Update: Second Quarter 2020

After a sharp waterfall drop in March, major equity markets advanced strong in the second quarter. Following the Dow Jones Industrial Average’s (DJIA) worst first quarter ever the index posted its best second quarter performance since 1938 rising over 17%. The S&P 500 ended the quarter up 20%, achieving its largest quarterly gain since 1998 and the best second quarter for blue-chip equities since the S&P 500 was created in 1957.

Read More
Broker Check