American Rescue Plan, Tax Deadline Extension, and More

Good Friday Holiday The U.S. stock markets will be closed Friday, April 2nd and…


Fixed Income/Bond Market Special Update and Strategy

As we have previously reported to you, we were more conservatively invested…


2018 Review and 2019 Outlook

Happy New Year! We are so excited to be entering our 36th year as an…


December, 2017 Mid-Month Update

  Merry Christmas and Happy New Year! -Market and Office Holiday…


May, 2017 Mid-Month Update

Happy Mother’s Day! We wish all of you a very Happy and Blessed Mother’s Day.…


Mid-Month Update

Monday, January 16th-Markets and our Offices Closed Monday is Martin Luther…


2015 Income Tax Forms Available

Highlights of this Update: 2015 tax information now available on the Liberty…


"Santa Claus" Rally in Short Trading Week

Highlights of this Week's Update: Due to weather, we will be working from our…


Stocks Drop on Oil, FED Meeting Ahead

Highlights of this Week's Update: Now is a great time to start utilizing our…


July, 2014 Review and Outlook

Highlights of this Month’s Newsletter: The major U.S. stock indices dropped in…