Quarterly Insights
Phyllis R. Scruggs

Gimme Five… Or Maybe Not??

Third Quarter, 2023 Gimme Five… Or Maybe Not?? Gimme five…or maybe not? Investors are feeling the allure of locking in a guaranteed 5% or more

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Quarterly Insights
Phyllis R. Scruggs

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

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Quarterly Insights
Phyllis R. Scruggs

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

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Quarterly Insights
Phyllis R. Scruggs

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

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Quarterly Insights
Phyllis R. Scruggs

“September To Remember”

Third Quarter, 2022 “September To Remember” Playing off the slogan for a well-known automobile brand’s successful “December to Remember” year-end sales event, investment markets in

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Quarterly Insights
Phyllis R. Scruggs

“War, What Is It Good For?”

First Quarter, 2022 “War, What Is It Good For?” When Edwin Starr sang this 1970 hit song he had the right answer “War, it ain’t

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Quarterly Insights
Phyllis R. Scruggs

Gimme Five… Or Maybe Not??

Third Quarter, 2023 Gimme Five… Or Maybe Not?? Gimme five…or maybe not? Investors are feeling the allure of locking in a guaranteed 5% or more

Read Blog »
Quarterly Insights
Phyllis R. Scruggs

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

Read Blog »
Quarterly Insights
Phyllis R. Scruggs

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

Read Blog »
Quarterly Insights
Phyllis R. Scruggs

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

Read Blog »
Quarterly Insights
Phyllis R. Scruggs

“September To Remember”

Third Quarter, 2022 “September To Remember” Playing off the slogan for a well-known automobile brand’s successful “December to Remember” year-end sales event, investment markets in

Read Blog »
Quarterly Insights
Phyllis R. Scruggs

“War, What Is It Good For?”

First Quarter, 2022 “War, What Is It Good For?” When Edwin Starr sang this 1970 hit song he had the right answer “War, it ain’t

Read Blog »