May 2023 -An End To The Rate Hikes

First, we would like to wish you and your family a Happy Cinco De Mayo! Hopefully, you’re enjoying this Friday afternoon with a margarita in your hand or plan...

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March 2023 -Not Out Of The Woods

As we enter the month of March and inch towards the end of the 1st quarter, February was a rude reminder that markets are still very much under the...

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January 2023 -History is in our favor

First, we would like to wish you and your family a happy and healthy New Year! We hope you were able to close out 2022 surrounded by friends and...

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November 2022 -Elements of Optimism?

October is now behind us, and it has delivered on its track record as a historically favorable month for stocks, offering some relief as major equity indices rose for...

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September 2022 -Inflation and The Fed

The Federal Reserve, Inflation, and interest rates. These three topics have dominated the financial news cycle for the last year and a half and will continue to be the...

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