Presidential Election

Hello.  We trust this note finds you well. As you might expect, we have received several inquiries regarding the upcoming presidential election on November 3rd. 

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Thank you!

Greetings & Happy Spring. I want to start off this note by saying THANK YOU.  Thank you for not giving up or bailing out over

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What can I control?

Greetings.  We hope this note finds you safe. We all know returns in the 1st quarter of this year were brutal.  A solid start to

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What can go right?

Hello.  We hope & trust your family is safe during these crazy times.   Today we want to take a few minutes and imagine “What

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Who is selling now?

Hello.  We hope everyone is staying safe & healthy throughout this historic mess of a situation, to put it mildly.  There are a LOT of

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Should I Sell Now?

Greetings. We thought we would touch base again, in light of the carnage in the financial markets and on the news.  First, we should acknowledge

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Stock market correction

Hello again. Well, it’s been a historical week in the stock market.  The market topped last Wednesday and, over the last 6 sessions, we’ve had

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February Volatility

Greetings and a Happy Early Spring. This is our first market note of 2020.  The last several months have been extraordinarily calm in the markets

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Summer Volatility

Hello and a belated Happy Labor Day. Six weeks ago, as the major indexes were hitting all-time highs, we sent out a note relative to

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