Dear Valued Investor:
With the New Year comes new beginnings, new goals, new challenges, new friendships, and new opportunities. 2021 was an incredible year
Dear Valued Investor:
We hope everyone enjoyed the Thanksgiving holiday with family and friends. While life has been challenging during the pandemic, we have a
Dear Valued Investor:
The past year and a half have tested all of us, but overall, the economy continues to strengthen, COVID-19 trends are greatly improving
Dear Valued Investor:
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
Investing is a marathon, not a sprint. It takes guts to stick to your plan and avoid selling into a bad market. “Buy low, sell high” seems easy enough
Dear Valued Investor:
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
If you have a child graduating from high school or college and entering the workforce, they may have the opportunity to open up a 401(k) through their new
Dear Valued Investor:
Six months and counting. That is the current monthly winning streak for the S&P 500 Index. To take that a step further, this key equity
