The Ripple Economy

July 4th Holiday Hours On Monday, July 4th, the US financial markets will be…


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…


Stay in the Boat

3rd Quarter Quickly Coming to a Close It’s hard to believe that Labor Day is…


Impending "Collapse"?

“Half-Time” 2021 Is Here Call or email us today to schedule your personal…