First Quarter 2020
No one expected the longest bull market in history to see its demise brought on by a virus. While U.S. equity markets were able to...
- Mar 5, 2020
Market Volatility Update: Markets Go Up & Markets Go Down
The last few days of February created confusing and turbulent times for investors. The rough stock market fluctuations created a...
- Feb 19, 2020
Filing 2019 Income Taxes & Proactive Tax Planning for 2020
Tax planning should always be a key focus when reviewing your personal financial situation. One of our goals as financial professionals...
- Jan 21, 2020
Welcome to 2020
Welcome to 2020! We hope that you and your family had an enjoyable holiday season. Each New Year symbolically offers the opportunity to...
- Aug 6, 2019
Strategies for Investors in a Volatile Market
During volatile times, many investors get agitated and begin to question their fundamental investment decisions and choices. This is...
- Jul 30, 2019
Second Quarter 2019
The first half of 2019 brought very strong results for financial markets. Both equity and bond investors saw positive results leaving...