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
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
“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
“Nowhere To Run, Nowhere To Hide”
Second Quarter, 2022 “NOWHERE TO RUN, NOWHERE TO HIDE” Martha & the Vandellas in their 1965 hit song perfectly described how investors felt when the
“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
Turning Money Into Wealth
Fourth Quarter, 2021 Turning Money Into Wealth This year-end has been a time of reflection for me. After such a successful year for our clients at
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
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
“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
“Nowhere To Run, Nowhere To Hide”
Second Quarter, 2022 “NOWHERE TO RUN, NOWHERE TO HIDE” Martha & the Vandellas in their 1965 hit song perfectly described how investors felt when the
“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
Turning Money Into Wealth
Fourth Quarter, 2021 Turning Money Into Wealth This year-end has been a time of reflection for me. After such a successful year for our clients at
