Market Letter

Everything to Consider When Choosing a Financial Advisor

Posted on September 30, 2021
If you’re not an expert in financial matters, you may wonder if hiring a financial advisor is a good idea. Choosing a financial advisor can be a bit daunting. There are many people calling themselves “financial advisors” these days. But not all of them have the qualifications for the job. You want your financial decisions […]

The Fear and Opportunity of Shakeouts

Posted on May 01, 2021
We decided several years ago that when talking with prospective clients, we needed to broach a particular topic.  Simply put, it is this:  Our very best stocks have periods when they fall.  Whether you refer to this as a pullback, a correction, a dip, or a shakeout, it still means the same thing. They go […]

2020 Election and Other Stuff!

Posted on September 24, 2020
September 18, 2020 2020 Election and Other Stuff!     Without fail, there is always a good degree of trepidation as we approach a national election. We suppose this is normal, especially in the days leading up to the event, as the rhetoric between the two candidates becomes ever more confrontational, accusatory, and contentious. It […]

Market Update

Posted on August 24, 2020
Market Update   This short note is just to touch base with you, since the market has been falling with no apparent reason. This comes on the heels of a long and dull 2014, and after a very good 2013. Last month, September 3rd to be exact, we sent out a letter titled, “When the […]
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