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July 2023
Download the Full Quarterly We are currently observing a nationalizing of the economy. What does this imply? The brunt of the monetary...
Aug 9, 2023


2022 Q4
Many investors are anxious about the market losses they may have experienced, many investors are anxious about buying at a perceived...
Oct 13, 2022


2022Q1
2021 was another year that was outside the norm for market returns and the more risk you took the more you were rewarded. Currently, the...
Jan 19, 2022


A Financial Advisor’s Financial Advice to his Son
First, I’ve got to clear the air as I’ve already misled you on the title of this article. To begin with, I don’t even know if I’m a...
Dec 10, 2021


2021Q4
As we head into the fourth quarter of 2021, the domestic economic backdrop has vacillated between a strong reflationary trend and muted...
Oct 11, 2021


2021Q3
As we head into the third quarter of 2021, the domestic economic backdrop remains in a reflationary environment. This past quarter has...
Jul 15, 2021


2021Q2
As we begin the second quarter of 2021, we are excited to share that we have moved into a new office, located at 1331 Lake Dr. SE, Suite...
Apr 15, 2021


2021Q1
Out with the old…in with the new! DOWNLOAD THE FULL QUARTERLY Happy New Year! We are thankful for this year’s opportunities and for...
Jan 13, 2021


2020Q3
DOWNLOAD THE FULL QUARTERLY The markets remained resilient through the end of September. Following four straight weeks of losses, all...
Nov 3, 2020


You Might be Saving Too Much in your 401(k)
Allow me to clarify the title right off the bat…I generally don’t think you can save too much. But I do think you can save too much in...
Feb 27, 2020
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