Value Found in Growth

Memorial Day Holiday The US financial markets will be closed Monday, May 30th…


Overweighting Tech Has Begun

PROXY Statements Many of you have recently received Proxy statements/documents…


Oh My! Opportunities!

Living Life Outside the “Media Machine” In The Decadent Society, Ross Douthat…


An Incredibly "Normal" Recovery

Easter Holiday Hours We wish you all a very blessed and Happy Easter this…


Opportunity Time Machine

It’s not often that what we would expect to see “generational investment…


Markets and Geopolitical Turmoil

2021 Tax Reporting By now you all should have received your 2021 tax…


Market Recalibration Continues

Reminder: 2021 Tax Information 2021 Form 1099-R’s for retirement accounts…


2021: A Year Valuations Mattered

Happy New Year! It’s hard to believe 2022 is already here!  The past two years…


Americans, Better Off Than Ever Before

Christmas and Holiday Schedule:  We want to take this opportunity to wish all…


Office Address Changes

Street Name and F.I.G. Office Changes Coming November 1st! We wanted to give…