Easter Blessings and Good Friday Market Holiday
Good Friday-Markets Closed The U.S. financial markets are closed tomorrow,…
CARES Act, Unemployment, and Financial Markets
We want to start this update by saying we hope we do not provide you with…
COVID-19 Cases Increase, Congress Passes Stimulus Bill
COVID-19 Active Cases Increases in U.S. As we have been saying in previous…
"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…
COVID-19: Putting Markets and Current Environment in Perspective
Tax Reminder: You should have received your 2019 tax documents by now via mail…