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The Numbers & “Heat Map”

THE NUMBERS Sources: Index Returns: Morningstar Workstation. Past performance is no guarantee of future results. Indices are unmanaged and... Read More

Quote of the Week

“Success is built sequentially. It’s one thing at a time.” – Gary W. Keller   Read More

“Your Financial Choices”

Tune in Wednesday, 6 PM for “Your Financial Choices” with Laurie Siebert on WDIY 88.1FM. Laurie will discuss: Listener... Read More

2021 Tax Filing Q&A

When will my return be complete? Can I count on a specific date? Our office prepares each tax return with... Read More

Current Market Observations

by William Henderson, Chief Investment OfficerIn an oddly quiet end to a volatile week in the markets where we... Read More

The Numbers & “Heat Map”

THE NUMBERS Sources: Index Returns: Morningstar Workstation. Past performance is no guarantee of future results. Indices are unmanaged and... Read More

Quote of the Week

“A strong conviction that something must be done is the parent of many bad measures.” – Daniel Read More

“Your Financial Choices”

Tune in Wednesday, 6 PM for “Your Financial Choices” with Laurie Siebert on WDIY 88.1FM. Laurie will discuss: A... Read More