Client Portals
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 »
Phyllis R. Scruggs
Phyllis R. Scruggs

Ready To Take A Break?!

Are you ready to take a break from the investment markets & talk about ideas? I certainly was!  Every year around July 4th, I take

Read Blog »
Phyllis R. Scruggs
Phyllis R. Scruggs

I Was Struggling…

Photo Credit: Johnny Milano for The New York Times. I was struggling with a theme for this quarter’s letter until I saw this picture on

Read Blog »
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 »
Phyllis R. Scruggs
Phyllis R. Scruggs

Ready To Take A Break?!

Are you ready to take a break from the investment markets & talk about ideas? I certainly was!  Every year around July 4th, I take

Read Blog »
Phyllis R. Scruggs
Phyllis R. Scruggs

I Was Struggling…

Photo Credit: Johnny Milano for The New York Times. I was struggling with a theme for this quarter’s letter until I saw this picture on

Read Blog »