Gearing Up for Summer

Dear friends and valued clients, As we have moved into June, a path to normalcy is coming quickly with stadiums allowing full capacity, restaurants filling up, and summer vacations in full swing. Meanwhile, the U.S. economy continues to recover remarkably quickly and...

Out of the Shadows

Dear friends and valued clients, As the calendar has turned to May, the popular “Sell in May and Go Away” stock market cliche is getting a lot of airtime. This is the idea that the stock market tends to be weakest between May and October, and strongest...

Spring Into a Positive Outlook

Dear friends and valued clients, “The real key to making money in stocks is not to get scared out of them.” Peter Lynch They say April showers bring May flowers. Well, after a lot of showers and storms over the past year, flowers are starting to bloom and...

Stay the Course

Dear Friends and Valued Clients, “In the short term, the market is a popularity contest. In the long term, the market is a weighing machine.” – Warren Buffett 2021 is under way, as our nation and the rest of the world look to begin to put the global...

2021 Brings a Fresh Start

Dear Friends and Valued Clients, Happy New Year! A new year offers a welcomed turn of the calendar and a fresh start. However, it is difficult to put 2020 completely behind us just yet because the COVID-19 pandemic still presents a significant threat. Healthcare...