Broker Check


We work with a wide variety of clients – some enjoy regular market updates while others prefer to keep their thoughts elsewhere while we handle the investment details. Clients who want regular updates connect with us via WebEx, call, or visit.

From time to time, we will send market commentary to all clients. You can find our most recent client notes on this page.

Thursday, January 21, 2021

There is plenty to discuss as we write this article, but before we jump into our market commentary we would like to begin with a quick personal note… We want to extend a sincere THANK YOU to each of you. We are grateful for the...

Wednesday, March 18, 2020

In our investing lifetime, you may only see a situation like the recent novel coronavirus (COVID-19) a few times. This is a circumstance where complete candor is necessary. The truth is that we can’t yet gauge the full economic...

Friday, January 3, 2020

We write this amid an increase in global tensions. We have already made an adjustment this morning to reduce risk within our managed models. We have the tactical capability to make these types of reactions, and various factors play a role..

Wednesday, August 7, 2019

During the past week, stock prices dropped sharply on fears the trade dispute between the U.S. and China had escalated. Investors woke to the news on Monday, August 5, that the People’s Bank of China had manipulated its currency...

Friday, January 4, 2019

Happy New Year! We hope you have enjoyed the holiday season and that this year brings happiness, health, and good fortune your way. Given the recent market moves, we want to share some updated thoughts with you at this time. In October...

Show All

Friday, October 5, 2018

Given the recent market volatility, we want to share some thoughts and advice with you. Fundamental economic data appears strong but there are a few items that we are following closely. Ultimately, we want to help you understand how...