Newsletters

Why is the stock market volatile? It’s a question that many of us have pondered at one time or another, especially when we are in the midst of a seemingly large spike or drop. As is often the case, the simplest answer is also the most accurate: It’s just nature. Just as a bird flies […]

We recently learned that the US economy has grown at a 2.1% annual rate since the recovery began in 2009. This pace of expansion has been the weakest of any in modern times: It seems to make sense to treat economic growth as an indicator of future equity returns. However, the relationship between economic growth […]

After inquiring with our clients,  it seems that many are not particularly active in logging on to our various online sites.  Most are not interested in following their investments on a frequent basis; rather, they use our annual review meeting as a “deep dive” into their portfolio and their financial plan.  Others are concerned about […]

The history of our firm and our clients has been one of success, and as a result we have experienced a gradual growth in clients and employees.  In recent years we have been on a pace to add one employee per year. We understand that in order to provide world-class service, we must not allow the […]