News
2Q20 Insights
Published on July 22, 2020While we’re only half way through 2020, it’s likely to be the year of superlatives…
Read MoreA Word About Dividends
Published on June 11, 2020Over the years we have often written about the importance of dividends to our Core…
Read MoreHow the CARES Act and SECURE Act Might Affect You
Published on May 14, 2020As we navigate these times, one thing remains constant, our commitment to you. We wanted…
Read More1Q20 Insights
Published on April 3, 2020Our last written communication at the end of February closed with “…during periods of high…
Read MoreMarket Update
Published on March 2, 2020In our Fourth Quarter report distributed only one month ago, we lead with the phrase…
Read More4Q19 Insights
Published on January 10, 2020What a difference a year makes. One year ago, we were reeling from a 20%…
Read More3Q19 Insights
Published on October 25, 2019U.S. stocks and bonds, while quite volatile for stocks in the third quarter, are nicely…
Read More2Q19 Insights
Published on July 20, 2019On June 30, 2019 stocks finished one of the best six-month periods in decades. After…
Read More1Q19 Insights
Published on April 15, 2019Positive investment returns were experienced across all asset classes as the weakness in the fourth…
Read More4Q18 Insights
Published on January 21, 2019(January 21, 2019) As we close out January 2019, it looks like our stock market…
Read More