With election season upon us, many investors, including dentists, may wonder whether they should change their investments based on who...

Looking back on 2022 at the Annual Market Review as well as the last Quarter with the Quarterly Market Review for Q4, we see the...

Or if a Recession may be on the Horizon? “How can you be so calm when the market is declining?” asked a client recently. “Is now the...

Examining the world capital market performance for the past quarter, the Q1 Quarterly Market Review shows some stormy times and negative...

This time last year may have had many investors wondering if a dramatic stock market drop would be imminent, but the numbers are...

The battle for better investing may at times swing toward gaining, remain relatively unchanged or sometimes unfortunately lose ground. ...

With inflation hot on the headlines and the Consumer Price Index reporting on September 14th a rise of 5.4% over the last 12 months,...

Stock Market Dominance Continues: Stocks again posted very positive returns during the second quarter of 2021. The US Stock Market was up...

Looking back on a market review of 2020 and the Q4 Market Review, five Investment Insights become clear take-aways from this past year:...

Strong Gains Returns for the 3rd Quarter seemed unfazed by the chaotic headlines, as both stocks and bonds posted positive gains. Here...

Many clients are asking what the presidential election means to their investment portfolio. While the headlines about the upcoming...

Second Quarter 2020 Investors who saw opportunity in the downturn of the first quarter of this year experienced historic gains in the...

Built into your financial plan, we prepare for downturns we are now experiencing.

Providing clients with a thorough snapshot of the second quarter of 2020, the attached Quarterly Market Review examines the performance and