Shane Terry |

Dear Valued Investor:

Earth Day marks a chance to learn about the environmental challenges we face and reflect on the ways we can become more involved and make

Read More
Shane Terry |

Dear Valued Investor:

“The real key to making money in stocks is not to get scared out of them.” Peter Lynch

They say April showers bring May flowers. Well

Read More
Shane Terry |

February 4, 2021

Dear Valued Investor,

“In the short-term, the market is a popularity contest. In the long-term, a market is a weighing machine.” Warren

Read More
Shane Terry |

January 11, 2021

Dear Valued Investor:

Happy New Year!

A new year offers a welcomed turn of the calendar and a fresh start. However, it’s difficult to put

Read More
Shane Terry |
After modest growth to begin 2020, the economy screeched to a halt as the onset of the pandemic ended the longest economic expansion ever. A record decline in
Read More