Wednesday, July 30, 2025
Happy New Year everyone! My hope is that you had a safe holiday with family and friends, ringing in the new year appropriately. As I say every year, I don’t necessarily see the new year as “starting over” or “beginning fresh”, but...
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Wednesday, July 30, 2025
After we finished the first quarter of 2025, on April 7th, stock market volatility was growing as was uncertainty in the stock market. With that in mind, I sent an email to everyone before this 1st Quarter newsletter was complete as...
Read MoreStaying Grounded While the World Moves Fast As we close out the second quarter of 2025, I want to take a moment to reflect on what’s been happening in the markets and the broader economy. While the headlines have been filled with...
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Wednesday, July 30, 2025
While I was busy reviewing accounts and holdings for your Q1 2025 Performance Report, the world was rocked with a couple days of extreme volatility that appears to be continuing into next week due to adjustments in the tariffs for...
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Monday, October 28, 2024
My how time flies. Fall is in the air; winter and the Holidays are at the doorstep. We’re in the home stretch of 2024! I received some great feedback from the 2nd Quarter newsletter. Many useful tips on handling personal information as...
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Friday, July 26, 2024
I hope this newsletter finds you well and enjoying the summer months! As we conclude the second quarter of 2024 and begin the second half of the year, I am pleased to provide you with an overview of the financial and economic markets....
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Friday, April 26, 2024
With the books closed for the first quarter, I wanted to take this opportunity to offer an update on key developments. Soft, Hard, or No Landing? Soft, hard, or no landing – the question remains whether the Federal Reserve will be able...
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Friday, August 26, 2022
I’m hearing a lot of mixed messages these days about the economy. Some headlines say we’re already in a recession; some say one is looming. Others hint that we’ll avoid a recession and have a soft landing. It makes...
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Monday, August 8, 2022
"Where there's a will, there's a way." Sage advice that applies not only to our lives but to your estate strategy.When was the last time you reviewed your will or estate strategy? August is National "Make a Will" Month, an excellent...
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Wednesday, July 27, 2022
Between skyrocketing inflation and extensive market turmoil, 2022 has been a difficult year for investors.
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Monday, July 25, 2022
Stop me if you heard this already—roughly half the population wasn’t alive last time inflation was at this level.It’s true. According to IMDb.com, Raiders of the Lost Ark was the #1 movie at the box office the last...
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