Certainty in Uncertain Times

Uncertainty is the theme of the moment, but you can be certain that we are watching your investments closely and are available for you.  We are maintaining normal business hours while following the CDC’s recommendation to socially distance by working from home. ...

Coronavirus

You have probably seen some alarming reports about the coronavirus sickening thousands and spreading from China. Many clients have expressed concern about their portfolios. We feel terribly for those impacted by the virus and are closely monitoring the situation;...

Life and the Stock Market

Life and the Stock Market Both life and the stock market can be unpredictable.  Sometimes it seems like everything is going smoothly and the future looks bright, and then something no one could predict happens.  As of today, the markets are looking strong and...

What a Difference a Year Makes

At the end of 2018 the market was in turmoil. The stock market was down over 19 percent by December 24th from the market highs and there was no end in sight. How did you react to seeing your portfolio shrink? If you felt sick to your stomach and wanted to sell...

Managing Expectations

How often do you look at your portfolio? We have some clients who look at it everyday and others that only check it quarterly.  Volatile markets tend to make people a little more nervous about how their investments are performing, and we believe it causes them to look...

Is this the beginning of a Bear Market?

After the first few days of trading to start 2016, I am sure this question is on the minds of many investors.  The start of 2016 has been less than stellar for the stock market and I am sure it has caused some nervousness in the investment community.  There are many...