2023 Important Dates, BIG Retirement Plan Changes
Happy 2023! We are so excited to start this New Year and celebrate our 40th…
An Incredibly "Normal" Recovery
Easter Holiday Hours We wish you all a very blessed and Happy Easter this…
2021: A Year Valuations Mattered
Happy New Year! It’s hard to believe 2022 is already here! The past two years…
American Rescue Plan, Tax Deadline Extension, and More
Good Friday Holiday The U.S. stock markets will be closed Friday, April 2nd and…
Easter Blessings and Good Friday Market Holiday
Good Friday-Markets Closed The U.S. financial markets are closed tomorrow,…
"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…
Special Market Update
Given the sharpness of recent market declines, we felt it important to give all…