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The Weekly Commentary

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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

“Have faith in journey. Everything had to happen exactly as it did to get you where you’re going next.”... Read More

Tax Corner

Fourth quarter estimated tax payments are due January 18, 2022. These estimates may include federal, state and/or local vouchers depending... Read More

“Your Financial Choices”

Tune in Wednesday, 6 PM for “Your Financial Choices” with Laurie Siebert on WDIY 88.1FM. Laurie welcomes William Henderson,... Read More

Current Market Observations

by William Henderson, Vice President / Head of Investments Stocks ended the year on a mixed note with the... 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

Tax Corner

Get ready to file your 2021 income tax return by planning ahead. The IRS has resources at irs.gov like... Read More

Quote of the Week

“There’s no sense talking about priorities. Priorities reveal themselves. We’re all transparent against the face of the clock.” –... Read More

“Your Financial Choices”

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