Client Portals
Quarterly Insights
Phyllis R. Scruggs

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

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Weekly Insights
David S. Waddell

Take this Job!

The Full Story: Prior to the pandemic, the US economy employed 152,523,000 people. Today, the US economy employs 147,553,000 people. Yet US GDP stands $1.2

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Weekly Insights
David S. Waddell

Inflation Inflammation

The Full Story: The markets ended September on cue. With a thud. We projected that the market’s Pavlovian tendencies and September’s dismal historic track record

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Weekly Insights
David S. Waddell

Money, Money, Money

The Full Story: I spend a lot of time inside my head trying to decide what matters most in a never-ending storm of data. Is

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Weekly Insights
David S. Waddell

Digging into the Delta

The Full Story: On Friday, the 2020 Summer Olympic Games (pandemically delayed) began in Tokyo with a breathtaking opening ceremony and few observers.  To guard

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Weekly Insights
David S. Waddell

Defending the Fed

The Full Story: Chairman Powell spent two days this week testifying before Congress after releasing his mid-year Monetary Policy Report.  This robust report details the

Read Blog »
Quarterly Insights
Phyllis R. Scruggs

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

Read Blog »
Weekly Insights
David S. Waddell

Take this Job!

The Full Story: Prior to the pandemic, the US economy employed 152,523,000 people. Today, the US economy employs 147,553,000 people. Yet US GDP stands $1.2

Read Blog »
Weekly Insights
David S. Waddell

Inflation Inflammation

The Full Story: The markets ended September on cue. With a thud. We projected that the market’s Pavlovian tendencies and September’s dismal historic track record

Read Blog »
Weekly Insights
David S. Waddell

Money, Money, Money

The Full Story: I spend a lot of time inside my head trying to decide what matters most in a never-ending storm of data. Is

Read Blog »
Weekly Insights
David S. Waddell

Digging into the Delta

The Full Story: On Friday, the 2020 Summer Olympic Games (pandemically delayed) began in Tokyo with a breathtaking opening ceremony and few observers.  To guard

Read Blog »
Weekly Insights
David S. Waddell

Defending the Fed

The Full Story: Chairman Powell spent two days this week testifying before Congress after releasing his mid-year Monetary Policy Report.  This robust report details the

Read Blog »