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Moving Higher
One year ago, we were all trying to come to grips with what a “global pandemic” meant and what the economic, investment and certainly not...


2021 Forecast
In so many ways we are all too ready to put the 2020 year in our rear-view mirror and then tear the mirror off the windshield. Yet, from...


A Time to Vote
While we probably should not, we are going to do it anyway – here are our predictions and thoughts about the near future as we look in...


A Peek Around the Corner… Maybe
We have consistently struggled in our efforts to forecast interest rates. We have watched as the U.S. Federal debt has moved from $9.7...


Black Plague or Flu?
The Corona Virus has certainly captured our attention – as it should. Unknown health risks have the ability to concentrate our focus. ...


A Year and A Decade
With the closing of the 2019 year, we also closed a decade. From an investing standpoint, not only was it a very rewarding year; but...


For the Kids
We had an amazing opportunity to volunteer with a local non-profit organization FOR THE KIDS. They help feed the hungry elementary...


Fee-Only Advisor Vs. Fee-Based or Commision Advisor
We are often asked “how do you get paid?” The answer to that question is very simple: we earn our compensation based on the assets we...
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