Hello & Happy Fall. We trust this short note finds you well. 2019 has been an interesting year with the bulk of the market gains

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

Greetings & Happy Summer Here in central Indiana it felt like it rained every day this Spring and then, suddenly, July brought a heat index

Greetings & Happy Spring. We hope this brief note finds you well and looking forward to summer. So far 2019 has been very kind to

Greetings & Happy February. As this is written it is Super Bowl Sunday. It is also sunny and 60 degrees outside. Rewind four days and we were in

As we begin 2019, we wanted to outline the updated contribution limits and several age milestones which will present potential planning opportunities in the coming

Greetings & Happy Holidays. Historically, December is the 2nd best month of the year in the US equity markets.The market is usually quiet on low

“Why is the market going down?” “Why is my stock going down?” Those are common questions of late and almost everyone in the financial press

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