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The Weekly Commentary

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PLEASE SEE IMPORTANT DISCLOSURE INFORMATION

The Numbers & “Heat Map”

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

Quote of the Week

“The legacy of heroes is the memory of a great name and the inheritance of a great example.” –... Read More

“Your Financial Choices”

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

Current Market Observations

by William Henderson, Chief Investment OfficerA visible slowdown in soaring inflation did little to quell uneasiness in the markets. Consumer... Read More

The Numbers & “Heat Map”

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

Quote of the Week

“Genius is making complex ideas simple, not making simple ideas complex.” – Albert Einstein Read More

“Your Financial Choices”

“Your Financial Choices” on WDIY 88.1 FM will be a pre-recorded show this week – May 18. Laurie will... Read More

Current Market Observations

by William Henderson, Chief Investment OfficerUncertainty and fear stoked market volatility last week, even a much expected 50-basis point... Read More

The Numbers & “Heat Map”

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