The Older We Get…
First Quarter, 2025 The Older We Get… The older we get, hopefully, the wiser we become. And, unless we discover the fountain of youth, the
AA- It’s Not What You Think!
Fourth Quarter, 2024 This time of year, we are inundated with Wall Street’s market predictions about AA—Asset Allocation. “Treat it as entertainment much like you
Ch-Ch-Ch-Ch Changes, Oh Yeah!
Third Quarter, 2024 Ch-Ch-Ch-Ch Changes, Oh Yeah! The only constant in our lives is change. As musical legend David Bowie once said, “Ch-ch-ch-ch changes! Turn
Gimme Five… Or Maybe Not??
Third Quarter, 2023 Investors are feeling the allure of locking in a guaranteed 5% or more right now. At the writing of this letter, the
Bonds, What Are They Good For?
Second Quarter, 2023 Bonds, What Are They Good For? Past investment history shows that stocks outperform bonds over long periods of time but with much
March Market Madness
First Quarter, 2023 March Market Madness So what’s wrong with rising interest rates? Not much if your investments are short-term maturities that you can roll over
High Five 2022
Fourth Quarter, 2022 • Took advantage of highs before the downturn – For balanced clients with equity, fixed income, and cash, we sold excess equity
The Older We Get…
First Quarter, 2025 The Older We Get… The older we get, hopefully, the wiser we become. And, unless we discover the fountain of youth, the
AA- It’s Not What You Think!
Fourth Quarter, 2024 This time of year, we are inundated with Wall Street’s market predictions about AA—Asset Allocation. “Treat it as entertainment much like you
Ch-Ch-Ch-Ch Changes, Oh Yeah!
Third Quarter, 2024 Ch-Ch-Ch-Ch Changes, Oh Yeah! The only constant in our lives is change. As musical legend David Bowie once said, “Ch-ch-ch-ch changes! Turn
Gimme Five… Or Maybe Not??
Third Quarter, 2023 Investors are feeling the allure of locking in a guaranteed 5% or more right now. At the writing of this letter, the
Bonds, What Are They Good For?
Second Quarter, 2023 Bonds, What Are They Good For? Past investment history shows that stocks outperform bonds over long periods of time but with much
March Market Madness
First Quarter, 2023 March Market Madness So what’s wrong with rising interest rates? Not much if your investments are short-term maturities that you can roll over
High Five 2022
Fourth Quarter, 2022 • Took advantage of highs before the downturn – For balanced clients with equity, fixed income, and cash, we sold excess equity