March 25, 2020“Great Depression” Ahead? We Don’t Think SoRead More March 23, 2020COVID-19 and Strategy UpdateRead More March 18, 2020Fixed Income/Bond Market Special Update and StrategyRead More March 17, 2020Update on Current SituationRead More March 16, 2020COVID-19 UpdateRead More March 12, 2020Special Market UpdateRead More March 1, 2020COVID-19: Putting Markets and Current Environment in PerspectiveRead More January 6, 2020SECURE Act Passes, Cautious Stance Continues, Financial Planning CrucialRead More December 3, 2019Tax Planning and Year-End ItemsRead More November 5, 2019The Money Talk, Thanksgiving SchedulesRead More October 4, 2019Interest Rates Continue Lower, Social Security Scams RampantRead More September 4, 2019Cost of Housing Report, Client Event UpdateRead More June 4, 2019Yield Curve Warrants CautionRead More January 4, 20192018 Review and 2019 OutlookRead More December 4, 2018November, 2018 Review and OutlookRead More September 5, 2018August, 2018 Review and OutlookRead More August 2, 2018July, 2018 Review and OutlookRead More May 20, 2018May, 2018 Mid-Month UpdateRead More May 3, 2018April, 2018 Review and OutlookRead More April 16, 2018April, 2018 Mid-Month UpdateRead More April 3, 20181st Quarter 2018 Review and OutlookRead More March 16, 2018March, 2018 Mid-Month UpdateRead More March 2, 2018February, 2018 Review and OutlookRead More February 19, 2018February, 2018 Mid-Month UpdateRead More February 6, 2018January, 2018 Review and OutlookRead More January 18, 2018January, 2018 Mid-Month UdpateRead More December 18, 2017December, 2017 Mid-Month UpdateRead More December 4, 2017November, 2017 Review and OutlookRead More November 17, 2017November, 2017 Mid-Month UpdateRead More September 20, 2017September, 2017 Mid-Month UpdateRead More September 4, 2017August, 2017 Review and OutlookRead More August 17, 2017August, 2017 Mid-Month UpdateRead More August 3, 2017July, 2017 Review and OutlookRead More July 11, 20172017 Mid-Year Review and OutlookRead More June 5, 2017May, 2017 Update and OutlookRead More May 14, 2017May, 2017 Mid-Month UpdateRead More April 17, 2017April, 2017 Mid-Month UpdateRead More March 16, 2017March, 2017 Mid-Month UpdateRead More March 2, 2017February, 2017 Review and OutlookRead More February 19, 2017February Mid-Month UpdateRead More February 1, 2017January, 2017 Review and OutlookRead More January 16, 2017Mid-Month UpdateRead More January 3, 20172016 Year-End Review and OutlookRead More December 19, 2016Mid-Month UpdateRead More December 6, 2016November, 2016 Review and OutlookRead More November 15, 2016November Mid-Month UpdateRead More November 2, 2016October, 2016 Review and OutlookRead More October 16, 2016October, 2016 Mid-Month UpdateRead More October 3, 20163rd Quarter, 2016 Review and OutlookRead More September 19, 2016Mid-Month UpdateRead More August 15, 2016August, 2016 Mid-Month UpdateRead More July 19, 2016Mid-Month UpdateRead More June 14, 2016Mid-Month UpdateRead More June 1, 2016May, 2016 Review and OutlookRead More May 16, 2016Mid-Month UpdateRead More May 5, 2016April, 2016 Review and OutloookRead More April 18, 2016April Mid-Month UpdateRead More April 1, 20161st Quarter, 2016 Review and OutlookRead More March 15, 2016Semi-Monthly UpdateRead More February 16, 20162015 Income Tax Forms AvailableRead More January 4, 20162015 Review and 2016 OutlookRead More December 28, 2015“Santa Claus” Rally in Short Trading WeekRead More December 20, 2015FED Moves to Raise Rates .25% as ExpectedRead More December 13, 2015Stocks Drop on Oil, FED Meeting AheadRead More December 7, 2015Stocks Eke Out Small GainsRead More December 2, 2015November, 2015 Review and OutlookRead More November 23, 2015Stocks Rise, Thanksgiving Holiday Shortened Trading WeekRead More November 16, 2015Stocks, Oil, and Gold Drop, Terror Strikes AgainRead More November 9, 2015Stocks Notch 6th Straight Week of GainsRead More November 3, 2015October, 2015 Review and OutlookRead More October 26, 2015Stocks Gain for 4th Straight WeekRead More October 18, 2015Stocks Rise for Third WeekRead More October 12, 2015Stocks Notch Best Week Of 2015Read More October 5, 2015Third Quarter, 2015 Review and OutlookRead More September 28, 2015Fed Decision, Stocks Drop, Time for Long Term Plan UpdateRead More September 20, 2015Stocks Inch Lower, Fed Makes No ChangeRead More September 14, 2015Stocks Rise, Fed WatchRead More September 7, 2015Volatility Continues, Upcoming EventsRead More September 1, 2015August, 2015 Review and OutlookRead More August 23, 2015Keep Current Markets in PerspectiveRead More August 17, 2015China Surprises, Stocks Notch Small Gain, Oil FallsRead More August 10, 2015Stocks, Commodities Continue Their Slide-Eyes on the FEDRead More August 3, 2015July, 2015 Review and UpdateRead More July 28, 2015Headwinds Hit Markets but Economic Improvement to Come?Read More July 13, 2015Stocks End Flat After Volatile WeekRead More July 6, 2015Read More June 29, 2015Read More June 23, 2015Stocks Manage Small Gains, Interest Rates DipRead More June 15, 2015Stocks Flat for the WeekRead More June 9, 2015Read More June 2, 2015May, 2015 Review and OutlookRead More May 26, 2015Weekly UpdateRead More May 11, 2015Stocks, Interest Rates RiseRead More May 4, 2015April, 2015 Review and OutlookRead More April 21, 2015Stocks Volatile, Oil RisesRead More April 14, 2015Stocks and Oil Higher Last WeekRead More April 6, 2015Weekly UpdateRead More April 1, 2015March, 2015 Review and OutlookRead More March 24, 2015Stock Rise, Interest Rates FallRead More March 16, 2015Stocks, Oil, and Interest Rates All Lower Last WeekRead More March 9, 2015Stocks Lower, Interest Rates Higher for the WeekRead More March 3, 2015February, 2015 Review and OutlookRead More February 23, 20152014 Tax Information AvailableRead More February 16, 2015Stocks Continue to RiseRead More February 9, 2015Stocks, Oil, and Interest Rates End Week HigherRead More February 3, 2015January, 2015 Review and OutlookRead More January 26, 2015Oil Falls, Stocks RiseRead More January 19, 2015Interest Rates Continue LowerRead More January 12, 2015Volatility ContinuesRead More January 5, 20152014 Review and OutlookRead More December 29, 2014Read More December 21, 2014Fed Eases Stock Fears, Oil StabilizesRead More December 15, 2014Oil Continues DeclineRead More December 8, 2014Stocks Up, Oil DownRead More December 1, 2014November, 2014 Review and OutlookRead More November 25, 2014Stocks Notch 5th Week HigherRead More November 17, 2014Read More November 10, 2014Read More October 27, 2014Market Indices ReboundRead More October 20, 2014More Volatility, Little Net ChangeRead More October 13, 2014Volatility ConitnuesRead More October 6, 2014Volatility Continues, Unemployment Rate FallsRead More October 2, 2014Third Quarter, 2014 Review and OutlookRead More September 29, 2014Read More September 23, 2014Global Concerns Weigh, FED Keeps CourseRead More September 16, 2014Eyes on the FEDRead More September 8, 2014Weekly UpdateRead More September 3, 2014August, 2014 Review and OutlookRead More August 26, 2014U.S. Stocks End Positive for Third Consecutive WeekRead More August 11, 2014Volatility Increases with Global EventsRead More August 5, 2014July, 2014 Review and OutlookRead More July 28, 2014Stocks End Week Flat in Light of Global TensionsRead More July 22, 2014Global Events Have Little Affect On StocksRead More July 16, 2014Stocks Edge Lower for the Week Ending July 11thRead More July 7, 2014Stocks Move Higher in Short Trading WeekRead More July 1, 20142nd Quarter, 2014 Review and OutlookRead More June 23, 2014Read More June 17, 2014Global Turmoil and UncertaintyRead More June 10, 2014Markets Move Higher and ECB Makes a MoveRead More June 2, 2014May, 2014 Review and OutlookRead More May 27, 2014Stocks End Pre-Holiday Week HigherRead More May 19, 2014Major Stock Indices Continue Sideways-Small Cap Stocks CorrectRead More May 12, 2014Stocks Indices Continue SidewaysRead More May 5, 2014No Surprises With FED for NowRead More May 1, 2014April, 2014 Review and OutlookRead More April 21, 2014Markets Move Higher in Shortened Trading WeekRead More April 15, 2014Stocks Continue to StruggleRead More April 8, 2014Stocks Weakening?Read More April 1, 20141st Quarter, 2014 Review and OutlookRead More March 24, 2014Tax Information and Fed TalksRead More March 10, 20142013 Tax Forms UpdateRead More March 4, 2014February, 2014 Review and OutlookRead More February 18, 2014FED Reassures Markets-Employment WeakRead More February 10, 2014Economic Data Mixed and ConfusingRead More February 4, 2014January, 2014 Review and OutlookRead More January 27, 2014Stocks Drop for the WeekRead More January 21, 2014Shortened Trading Week After MLK HolidayRead More January 14, 2014Weekly Update – Tax InformationRead More January 7, 20142013 Review and Look Ahead to 2014Read More December 16, 2013Weekly UpdateRead More December 9, 2013Weekly Update-Year-End ChecklistRead More December 3, 2013November, 2013 Review and OutlookRead More November 25, 2013Weekly Update-Thanksgiving EditionRead More November 18, 2013Read More November 11, 2013Weekly UpdateRead More November 4, 2013October, 2013 Review and OutlookRead More October 28, 2013Read More October 22, 2013Weekly UpdateRead More October 14, 2013Weekly UpdateRead More October 7, 2013Continued Watch of Government ShutdownRead More October 2, 20133rd Quarter, 2013 Review and OutlookRead More September 23, 2013FED Surpise!Read More September 16, 2013Read More September 9, 2013Weekly UpdateRead More September 3, 2013August, 2013 Review and OutlookRead More August 26, 2013Fed Debate ContinuesRead More August 12, 2013Mixed Economic SignalsRead More July 22, 2013Weekly Update: Fed Calms the MarketsRead More July 15, 2013Markets Move Higher on the WeekRead More July 8, 2013What is the “Real” Employment Rate?Read More July 2, 20132nd Quarter, 2013 Review and OutlookRead More June 17, 2013Eyes on the FEDRead More June 10, 2013“Taper” is the Word?Read More June 3, 2013Social Security Update and May, 2013 ReviewRead More May 28, 2013Fed Keeps Options OpenRead More May 20, 2013Memorial Day Weekend Ahead and the FEDRead More May 13, 2013Consider What Upsets UsRead More May 6, 2013Life in PerspectiveRead More May 1, 20132013 Client Event ReservationsRead More April 23, 20131st Quarter Performance Reports Available OnlineRead More April 15, 2013China, Gold, Silver, Stocks, and BondsRead More April 9, 2013Brake Put on MarketsRead More April 1, 2013First Quarter, 2013 NewsletterRead More March 28, 2013Good Friday ScheduleRead More March 26, 2013Cyprus Creates RipplesRead More March 18, 2013March Madness – New HighRead More March 11, 20132012 Taxes, MarketsRead More March 4, 2013February, 2013 Market Summary and OutlookRead More February 28, 2013IMPORTANT TAX INFORMATIONRead More February 25, 2013Sequester or Not?Read More February 19, 2013Weekly UpdateRead More February 11, 2013Weekly UpdateRead More February 8, 2013Welcome to our new site!Read More
