Dear Clients and Friends, A few weeks ago, we briefly wrote about the stock market’s seemingly irrational recovery and explored some of...

Dear Clients & Friends, This week, we have an economic risk update courtesy of our good friends Brad McMillan and Sam Millette. Before we...

Dear Clients and Friends, We’re back!! It’s time to jump back into our weekend readings after taking a few weeks off during tax season....

Dear Clients and Friends, I want to begin this weekend’s reading by addressing the very real human impact that this pandemic is having on...

Dear Clients and Friends, The Coronavirus Aid, Relief, and Economic Security Act (CARES Act), signed into law on March 27, 2020, includes...

Dear Clients & Friends, We, along with many other respected financial professionals, are bewildered by the market’s recent strength....

Dear Clients & Friends, At this point, we don’t have a lot of current news that you don’t already know. However, we’ve been reviewing...

Dear & Clients & Friends It was a wild day on Wall Street. Today’s hysteria seems to be related not only to the Coronavirus, but to the...

Dear Clients & Friends, On Monday we sold the position we entered into on Friday. Between Friday’s low when we bought in and the high of...

Dear Clients and Friends, I am pleased, though hesitant, to report that the economy has gotten a little bit better. It’s a convoluted...

Dear Clients and Friends, In late December, several long overdue changes to the governance of IRAs were signed into law. The “SECURE Act”...

Dear Clients & Friends, It seems like all we talk about is China and the Trump impeachment trials these days. As if we haven’t heard...

Over the next two weeks, we will be preparing our 2020 investment market outlook. But for this week, as we do each year, we have compiled a

Dear Clients & Friends, It’s time for our monthly risk update.  Not much has changed since last month, except that the President wants to...

Ever heard of FOMO?  “Fear of missing out.”  Because we think mutual fund managers are suffering from that ailment at this very moment!!...

Dear Clients & Friends, It’s time for our monthly market risk update written by our good friend Brad McMillan.  I also want to give a...

Dear Clients and Friends, As the fall weather sets in, leaves begin to turn, and pumpkins and ghosts begin popping up everywhere, we...

Dear Clients & Friends, It’s that time of month for Market Risk Update from our good friend Brad McMillan.  My intro this week will be...

Dear Clients & Friends, There has been a lot of talk recently about “the yield curve” and, more specifically, an “inverted” yield curve. ...

Dear Clients & Friends, It’s the time of the month for monthly risk update for which we turn to our good friend Brad McMillan. Once per...