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welcome-to-2021

Welcome to 2021! We hope that you and your family had an enjoyable holiday season. Once again, our primary goal this year is to continue our tradition of helping clients pursue their personal financial goals.

quarterly-market-review-july-september-2020

Quarterly Market Review: July-September 2020 July kicked off the third quarter with a bang as stocks surged throughout much of the month. Investors were encouraged by solid employment growth, a rise in personal income and consumer spending, a surge in the housing sector, and an increase in industrial production.

Low Interest Rates and Investors Interest rates are important to investors and they are currently at or near all-time lows. At this past June’s Federal Reserve meeting…

Quarterly Market Review: April-June 2020 Stocks rebounded from a dismal March by posting their best monthly returns since 1987, as investors were encouraged by the expectation of additional….

The Markets (First Quarter through March 31, 2020) The world’s economies and stock markets have been rocked by the spread of COVID-19. Investors’ fears prompted a major sell-off in February and March, plunging stocks well below their 2019 closing marks. Nevertheless, 2020 started off in a positive way.

Welcome to 2020 Newsletter Once again, our primary goal this year is to continue our tradition of helping clients achieve their personal financial goals.