3Q21 Insights

Published on October 15, 2021

Investment returns in the third quarter were much more modest than those in the second…

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2Q21 Insights

Published on July 15, 2021

Most trends in place during the first quarter of 2021 continued during Q2 which has…

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1Q21 Insights

Published on April 15, 2021

Dramatic acceleration in the rollout of vaccinations and a significant decline in U.S. COVID cases…

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4Q20 Insights

Published on January 26, 2021

At the end of 2019 we itemized our list of short-term worries to include: no…

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How to Grow the Money You Received from Selling Your Business

How to Grow the Money You Received from Selling Your Business

Published on September 23, 2020

How to Grow the Money You Received from Selling Your Business        …

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Rookie Investment Mistakes

Seven Investment Mistakes Rookies Make

Published on September 10, 2020

Seven Investment Mistakes Rookies Make Are you making any of these seven rookie investment mistakes?…

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1Q20 Insights

Published on April 3, 2020

Our last written communication at the end of February closed with “…during periods of high…

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Market Update

Published on March 2, 2020

In our Fourth Quarter report distributed only one month ago, we lead with the phrase…

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3Q19 Insights

Published on October 25, 2019

U.S. stocks and bonds, while quite volatile for stocks in the third quarter, are nicely…

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2Q19 Insights

Published on July 20, 2019

On June 30, 2019 stocks finished one of the best six-month periods in decades.  After…

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