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...

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 and Friends, At the beginning of every year, Larry Fink, the CEO of BlackRock Investment Management, publishes a letter to...

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...

Dear Clients and Friends, This Thanksgiving Weekend we give you our fourth annual Giving With Purpose Holiday Shopping Guide. The MOR...

Dear Clients and Friends, There has been a lot of talk recently about the “wealth taxes” that have been proposed by a few of the...

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...