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The Weekly Commentary

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PLEASE SEE IMPORTANT DISCLOSURE INFORMATION

Tax Corner

Remember to provide the amount of the Recovery Rebate Credit (also known as the Stimulus Payment) you received in... Read More

Current Market Observations

by William Henderson, Chief Investment OfficerGangbuster numbers in retail sales and existing home sales failed to move markets higher... 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

“Be stubborn on the long-term vision, but flexible on the details.” – Jeff Bezos Read More

“Your Financial Choices”

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

Tax Corner

Charles Schwab 1099 forms are scheduled to be available February 16. If we manage your assets with Schwab accounts,... Read More

Current Market Observations

by William Henderson, Chief Investment OfficerAnother hot inflation reading last week sent markets tumbling across all major sectors and... 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

“Your Financial Choices”

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