News
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Jul 25 2023
Client Newsletter 3Q23Here's a brief market update and some important information to know about the TD Ameritrade and Charles Schwab merger taking place later this summer...
May 2 2023
Client Newsletter 2Q23While we saw some recovery in early 2023, I do not believe the risk of a recession is gone and the second half of 2023 will likely be very difficult...
Jan 27 2023Client Newsletter 1Q23Let’s dive right in and look at the first quarter of 2023. Our strategy is defensive, but your strategy should be emotional clarity...
Oct 26 2022Client Newsletter 4Q222022 has been a momentous year! It reminded us that investments do not just travel in one upward direction. Here's how we see things near and longer term...
Jul 19 2022Client Newsletter 3Q22In April , I shared my thoughts and predictions that 2022 would be a difficult year. Let’s jump in and see what’s changed since the second quarter...
Apr 13 2022Client Newsletter 2Q22Happy Spring! In our 2Q22 Newsletter, we discuss 2022, ways you can protect your family in inflationary times, our latest investment, and upcoming changes..
Jan 27 2022Client Newsletter 1Q222021 was another good year in the markets, but 2022 might be different. Here is our outlook for the year and a few changes you might want to know about...
Oct 21 2021Client Newsletter 4Q21We're headed into the 4th quarter...Let's look at new investment strategies, address inflation, and speculate what’s to come after the holiday season...
Jul 26 2021Client Newsletter 3Q21A lot has changed since my last newsletter. Let’s jump into an investment update, an economic bubble, and some talk about taxes...