Insights & Thoughts
A year for the Income Investor
For most of the 2000’s, to varying degrees, the Federal Reserve has actively pushed interest rates down in the U.S. economy. These policies always...
More of the Same
The stock market continued its decline this quarter, selling off another four percent since the end of June. As of September 30th, the S&P 500...
Improvements to Long Term Care Insurance
We are often asked to advise on whether our clients should purchase long term care insurance. While we are proponents of being self-insured, when...
Building Wealth vs. Enjoying Wealth
The second quarter proved to be every bit as challenging for investors as the first quarter this year. 2022 seems to be the year when the...
It’s All About Inflation
U.S. equities closed out the quarter with their first quarterly loss in two years mostly due to soaring inflation, the Federal Reserve’s policy...
The $1.25 Tree
It’s likely that you have all felt a pinch to your wallet over the past year. From groceries and gas to cars and vacation rentals, the cost of...
Another Good Year. Really?
2021 turned out to be another profitable year for stock investors. Except for a few brief selloff’s, the S&P 500 gained 26.9 % for the year. The...
All Things COVID – The News Remained the Same
The S&P 500 continued to reach new all-time highs in the third quarter as investors looked for a return to a pre-pandemic world. It was a...
Theft by Another Name
It seems every year the markets have some economic theme that dominates the news and drives volatility. These themes always vary in topic but are...
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