Volatility, Stimulus, Inflation, and COVID-19

Reviews We have been meeting with many of you over the past month, either…


Half-Time Reviews, COVID Cases Rise, Tech Giant Valuations

Mid-Year Review Be sure to contact us today if you have not already done so to…


July 4th, COVID19 Statistics, Volatility Continues

July 4th Holiday Market and Office Hours The U.S. financial markets will be…


Uncertainty and Chaos Continue

Last Month of the 2nd Quarter It’s hard to believe that we only have one month…


Stocks Rise in April, Uncertainty Continues

Reviews Available Online or In-Person As our last correspondence mentioned, we…


Stocks Rebound, Economy Uncertain, Hedges Implemented

Office Schedule/Plans: We have been working remotely over the past several…


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…