In advance of President Trump’s 9PM speech to Congress on Tuesday night, February 28, we hope for his delivery of details and clarity, but, in any event, we look to the future service of our clients with emphasis upon the advantage of simplicity, the danger of...
As the calendar turns we are grateful for each of you, our family of clients and friends, who provide us the opportunity to serve with care, expertise, conviction, and authenticity! Thank you! Each New Year brings a sense of renewal, potential and hope as it arrives....
A bit of euphoria and performance chasing has crept into numerous financial markets. At the same time, tax-loss selling pressure, mutual fund redemptions, and other hidden risks remain. Thankfully, a disciplined approach to security selection and portfolio...
The S&P 500 is a widely-used gauge of the large cap U.S. equities market. The below price-only (no dividends) index includes 500 leading companies in leading industries of the U.S. economy, which are publicly held on either the NYSE or NASDAQ, and covers 75% of...
