December 3, 2020
Dear Valued Investor:
As 2020 comes to a close, we are already looking forward to a new year—and to a world very different from the one we’re
Dear Valued Investor:
Former Vice President Joe Biden has been elected the 46th President of the United States, defeating President Donald Trump in a tight
The American people have voted, casting a record number of ballots under extraordinary circumstances, which is a testament to the enduring resilience of our
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October is National Financial Planning Month, which can serve as a great reminder to check in on your long-term financial goals and make sure you have a plan in
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The 10-year Treasury yield actually is sitting below inflation right now as measured by the Consumer Price Index (#CPI) excluding food and energy.
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The October client letter highlights signs of market and economic strength and the optimism that better times likely are coming in 2021.
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The first presidential debate is now in the books, with two more (maybe) ahead and a vice presidential debate on October 7. The debate was raucous, occasionally
Our recent client letter highlights COVID-19 progress, the surprising Q2 corporate earnings season, recent S&P 500 performance, and what we expect for the rest
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One of the most difficult questions for investors to answer right now is how can the US economy be
struggling so much while the stock market keeps churning
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The battle versus COVID-19 continues. The spread in some of the recent hotspots like California and Florida is slowing, while states in the Northeast and
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At the midpoint of 2020, we’re mindful that it’s been an extremely challenging year so far in the United States and around the globe. We’re in the midst of a
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The July Fourth holiday will be very different this year. Although it’s a time to enjoy family and friends, and maybe even watch some fireworks, social
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