What’s with all the “🚀 🚀 🚀”?
2020 Tax Information Just a reminder on the timetable for 2020 income tax…
Holiday, 2020 Tax Reporting, Bitcoin?
Martin Luther King, Jr. Holiday The US financial markets will be closed…
Vaccine, Stimulus, Looking to 2021
Holiday Hours, No RMD's, Goodbye 2020, Vaccine, Stimulus Christmas/New…
COVID-19 Cases Rising, Revolutionary Vaccine on Horizon
Thanksgiving Office and Market Schedules The US financial markets will be…
With Election Approaching, Near-term Stimulus Unlikely
In this Update: Originally expected prior to the election, no additional…
"Presentisim" - Has Any Time Been Worse?
Morgan Stanley acquisition of E*Trade Advisor Services completed. This year’s…
Large Tech Stocks "Nifty Fifty" of Today?
Stock Market Indices and Reality We thought it would be a good time to review…
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…