Blog & News

September 2021 – Remaining Vigilant

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 the S&P 500 making 53 new...

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July 2021 – Third Quarter Thoughts

As we move into July, a path to normalcy is coming quickly with stadiums allowing full capacity, restaurants filling up, and summer vacations in full swing -as evidenced by...

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May 2021 – Inflation, should we be concerned?

In preparation for this month’s note, I reread our May 2020 note emailed out to clients on May 8th, 2020, exactly a year and five days ago. I will...

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March 2021 – Normalization is approaching

Earlier this month marked the 1-year anniversary Covid-19 first hit American shores. While the pandemic has affected everyone to varying degrees, we can all agree that everyone’s life is...

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January 2021 – Looking Forward

Happy New Year to you and your family! A new year offers a welcomed turn of the calendar, a time to reflect on the previous year’s challenges, relish our...

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