"Great Depression" Ahead? We Don't Think So

Online/Phone Reviews Available We have been conducting several online or phone…


COVID-19 and Strategy Update

Office Schedule We will all be working remotely from our homes this coming…


Fixed Income/Bond Market Special Update and Strategy

As we have previously reported to you, we were more conservatively invested…


Update on Current Situation

We want to keep you all apprised of the ever-changing environment we find…


COVID-19 Update

We just wanted to provide you with a brief update today regarding our office…


Special Market Update

Given the sharpness of recent market declines, we felt it important to give all…


COVID-19: Putting Markets and Current Environment in Perspective

Tax Reminder: You should have received your 2019 tax documents by now via mail…


SECURE Act Passes, Cautious Stance Continues, Financial Planning Crucial

Happy New Year to all of you!  We hope you all had a wonderful Holiday Season…


Tax Planning and Year-End Items

Financial Markets and Office Holiday Schedules: The U.S. Financial Markets…


The Money Talk, Thanksgiving Schedules

2019 is Winding Down: It’s hard to believe there is less than two months left…