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QUARTERLY NEWSLETTER – FIRST QUARTER 2023
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Read MoreBryan’s Blog September 2022
My first “investment” was in a savings account at a local bank. I remember that I was taught to track the interest in the passbook so that I could watch the funds grow, albeit very, very slowly. The main reason that savings and checking accounts don’t pay much interest is due to their inherent “safety”.…
Read MoreBryan’s Blog August 2022
Our dog Graham is a handful, and then some. He is a solid 100-pound yellow lab. Looking at Graham, one would think that he shouldn’t have a worry in the world. He is king of our household, eats well, sleeps in our bed, goes out almost whenever he would like and gets away with just…
Read MoreQuarterly Newsletter – Third Quarter 2021
Each quarter, we put together a newsletter that provides updates on the firm, insights to investing and a market review of the previous quarter. The Image preview above is the cover of the document. If you would like to receive a full digital copy please contact us.
Read MoreCongratulations Christopher Blair!
We wanted to take a moment to congratulate Chris on the successful completion of the Certified Private Wealth Advisor® designation. This designation is a commitment to his ongoing personal development. If you would like to speak to Chris about how this designation adds value to your experience as a client or if you would like to discuss anything else, please…
Read MoreQuarterly Newsletter – Second Quarter 2021
Each quarter, we put together a newsletter that provides updates on the firm, insights to investing and a market review of the previous quarter. The Image preview above is the cover of the document. If you would like to receive a full digital copy please contact us.
Read MoreReality Check: Real Risk in Retirement
For this month’s Reality Check, we wanted to discuss the topic which has recently highlighted in the financial media – inflation. Here is what we don’t and can’t know: An acceleration in inflation is a distinct possibility as the economy continues roars back – particularly given another jolt of stimulus. We don’t know for sure that…
Read MoreQuarterly Newsletter – First Quarter 2021
Each quarter, we put together a newsletter that provides updates on the firm, insights to investing and a market review of the previous quarter. The Image preview above is the cover of the document. If you would like to receive a full digital copy please contact us.
Read MoreQuarterly Newsletter – Fourth Quarter 2020
Each quarter, we put together a newsletter that provides updates on the firm, insights to investing and a market review of the previous quarter. The Image preview above is the cover of the document. If you would like to receive a full digital copy please contact us.
Read MoreReality Check: Elections & Investing
For this month’s Reality Check, we are revisiting a chart that we recently shared in our Quarterly Newsletter. We felt that it was worth another view to keep you disciplined and focused on the long-term regardless of the outcome of the election. If you any questions about this topic or wish to receive our Reality…
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