Just in time for New Year’s celebrations, LPL has released their Outlook for 2022, “Passing the Baton.” What do we see happening in the coming year? Click the image below Continue Reading →

Dear Clients and Friends: I hope everyone enjoyed the Thanksgiving holiday with family and friends. While life has been challenging during the pandemic, we have a lot to be thankful Continue Reading →

One constant in life is change. During the past year and a half, we have experienced more change than any of us bargained for. Change is disruptive—but also brings opportunities. Continue Reading →

The bull market continues, with the S&P 500 Index now up seven months in a row. Stocks have impressively gained 20% year-to-date, with the S&P 500 making 53 new all-time Continue Reading →

Dear Clients and Friends: As we move into June, a path to normalcy is coming quickly with stadiums allowing full capacity, restaurants filling up, and summer vacations in full swing. Continue Reading →

Dear Clients and Friends: As the calendar has turned to May, the popular “Sell in May and Go Away” stock market cliché is getting a lot of airtime. This is Continue Reading →

Dear Clients and Friends: It’s now been over a year since COVID-19 first hit American shores. While the pandemic has affected everyone to varying degrees, we can all agree that Continue Reading →

Dear Clients and Friends: “In the short-term, the market is a popularity contest. In the long-term, the market is a weighing machine.” -Warren Buffett   2021 is under way, as Continue Reading →