Dear friend, CLIENT-DRIVEN EVOLUTION We wish we were celebrating our 25th year in business with you right about now. For those of you who ... Continue Reading
Sequential Improvement & Unprecedented Stimulus
Dear Friend: As we write this, there have been close to 12,000,000 confirmed cases of COVID-19 in the world and over 540,000 worldwide deaths due to ... Continue Reading
Event-Driven Bear Market
Dear Friend: We are living in extraordinary and unprecedented times. COVID-19 has altered our realities, changed our behaviors, and created new ... Continue Reading
Outlook for 2020 and Beyond
Dear Friend: In the face of many challenges, 2019 turned out to be a surprisingly rewarding year for investors. We were cautiously optimistic about ... Continue Reading
SECURE Act
Setting Every Community Up for Retirement Enhancement (SECURE) FACTS & FIGURES On December 20, 2019, a $1.4 ... Continue Reading
The Inevitable Slowdown
Dear Friend: What a summer! It was full of geopolitical events, natural disasters, and an attack on the Middle East oil supply. In the midst of it ... Continue Reading