Dear Clients and Friends: As 2020 comes to a close, we are already looking forward to a new year—and to a world very different from the one we’re leaving behind. Continue Reading →

Dear Clients and Friends: As you know, former Vice President Joe Biden has been elected the 46th President of the United States, defeating President Donald Trump in a tight race Continue Reading →

Clients and Friends: As we head into the long weekend, I hope you’ll take some time to read through the latest letter from LPL: The July Fourth holiday will be Continue Reading →

How do you know when you’ve hit bottom? For several years we have been expecting a “correction” in the market, to return stocks to more reasonable prices relative to company Continue Reading →

Hello again in less than a week! I’m opting for a zen-looking image for a little bit of calm. Reminding us all to breathe . . . three feet away Continue Reading →

It’s been an eventful week. As you know, the number of Covid-19 cases has continued to increase globally, and new cases have been confirmed in the United States. Countries are making Continue Reading →

News that the coronavirus—known as COVID-19—has spread to South Korea, Italy, Japan, and Iran, has led to massive selling around the globe, with many European markets closing down more than Continue Reading →

Dear Clients and Friends, The Dog Days of Summer were on full display this past month, as a variety of concerns pushed stocks and bond yields lower. After reaching new Continue Reading →