We cleared the hurdles of transitioning to Cetera in February, but more important news has been in the eyes of many of you. The downward move of the stock market and many of your...

As the days have gotten shorter in 2024, current events have also gotten more relevant for our newsletters. The flavor of the week is a burgeoning dockworker strike that has shut down 14 east coast...

It has been a while since we last delivered our thoughts to you, hasn’t it? Ultimately, the markets have performed well, the economy has been marching onward, and we lacked a meaningful...

2024 has arrived in style with the potential for interest rate cuts by the Federal Reserve. At their mid-December meeting, Fed Reserve Chairman Jerome Powell stated...

I don’t think I’ve ever attempted to write on a more difficult subject than the Israel/Hamas war. On one side, we feel that it is important to inform you of economic implications, and on the other...

As we march towards another presidential election cycle, and exist in perceived uncertain times, the “Gold bug” mindset has risen in popularity again as...

Pardon the mild clickbait title of this blog, but within it are two questions often asked about Artificial Intelligence. As a buzz term, “A.I.” means a variety of different things...

Today I want to touch on a question that we’ve been hearing from some of our clients as well as people in the local community. Boiling it down to one statement, it goes something like...

In this month’s market commentary, we’ll be discussing the current debt ceiling standoff. With more of a commentary touch on the political intrigue involved...