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Blog Posts in 2017

A Quick Recap Before the Holidays

There are many things we are thankful for this year - paramount among them is the nice returns to date in 2017! The year has been surprising not only in the magnitude of the market increase but in the ...
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3rd Quarter Commentary

Dear Friends, We trust you all survived Hurricane Irma last week. The office was out of power for a day before resuming normal operations. It is so sad to see the pictures and hear the stories about ...
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Market Update

Dear Friends, As President Trump marks his 100 th day in office tomorrow, we thought it would be a good time to take stock of where the markets, economy and headlines are. 2017 is clearly off to a ...
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21,000!?!? and March 28 Meeting

21,000 on the DOW – what does it really mean? Clearly, it means positive things for the value of your accounts. Our investment allocations that typically include high levels of exposure to ...
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