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Tuesday, January 18, 2022


Monday, January 4, 2021

“Unknown Unknowns” January 4, 2021 One of my favorite quotes as it relates to the stock market and life in general comes from former Secretary of Defense Donald Rumsfeld- “Reports that say that something hasn't...


Wednesday, June 3, 2020

Check out our latest monthly newsletter! June 2020 Financial Tidbits


Tuesday, March 3, 2020

March 3, 2020 Perspective on the Panic Back in 1987, right after the markets had experienced the famous “Black Monday” decline which took the Dow Jones Industrial Average down by 22.6%, the weekly Barron’s financial...


Monday, January 27, 2020

Please click the link below to access our 2020 Annual Letter to Clients. Annual Letter to Clients