Tuesday, April 2, 2024

Give your children the gift of financial literacy. They’ll thank you later! As a parent, you are well aware of your responsibility in helping your children grow up happy and healthy. Once they enter their teen years, the pressure can...

Thursday, March 21, 2024

Q4 2023 Market Review

Friday, October 7, 2022

Q3 2022 Market Letter- Download Here Updated: Oct 9, 2022

Monday, December 13, 2021

Q3 2021 Quarterly Review Download Here

Friday, December 18, 2020

December 2020 Newsletter Download Here

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Tuesday, October 6, 2020

Updated: Oct 9, 2022 It’s been a very long time since I had to begin a quarterly letter with so little good news, so I will start with the hope and prayers that everyone stays safe and healthy. We all know we are experiencing...

Wednesday, January 15, 2020

2019 was one of those years I was exceedingly delighted we stayed the course and ignored the pundits. I might have been a reluctant bull, but I just couldn't see the naysayers' points. The economy still looks fine, and the twitterverse...