Holiday, 2020 Tax Reporting, Bitcoin?

Martin Luther King, Jr. Holiday The US financial markets will be closed…


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…


Fixed Income/Bond Market Special Update and Strategy

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


The Money Talk, Thanksgiving Schedules

2019 is Winding Down: It’s hard to believe there is less than two months left…


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…


Mid-Month Update

Highlights of this Update: Call us today to schedule your personal mid-year…