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, Many of us are fortunate enough to have extra free time on our hands during this period of lockdown. Using the...

I am Hmong. I am Asian American. I am a descendant of refugees. I have experienced racism firsthand. I have been discriminated against,...

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 and Friends, Sit back and settle in, because this week’s update is a long one. We’re going to present a simple layperson’s...

We’re hunkering down, sheltering in place, and venturing outside only to gather vital supplies. Meanwhile, Spring is marching forward and...

Dear Clients and Friends, We’re taking a much-needed break from the Weekend Reading this week. There are no material changes to our...

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

Dear Clients & Friends, On March 27, 2020, President Trump signed the Coronavirus Aid, Relief, and Economic Security Act (the CARES Act)...

Dear Clients & Friends, I thought that another COVID-19 update would be welcomed. First and foremost, I want to remind everyone that, in...

Dear Clients & friends, Earlier this month, we informed you all about B-Corp Month in a Weekend Reading and on our social media channels....

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 and Friends, This month is B-Corp month. We are encouraging everyone to embrace the movement and chose B-Corp services and...

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, Since we composed our last message to you on Thursday morning, the Dow dropped an additional 1500 points. In...

Dear Clients and Friends, From its previous high, the Dow is down 10% in a very short period of time. We are officially in correction...

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