18 Years! Time Flies When You're Having Fun.
As we celebrate the 18th anniversary of our founding, I’d like to look back a bit, at how it all began…
Our Clients Are Asking... July 2023
Today's focus is on how we put together client portfolios.
Income, Growth or Both?
The total-return approach to investing is an effective way to create a retirement "paycheck."
2nd Quarter 2023 Market Review
The first half of the year has given investors plenty to process. Diversified portfolios showed solid gains, a welcome turn from last year’s broad declines.
Own the Haystack, Not the Needle
Do your mutual funds try to beat the markets by searching for the "needle in the haystack" stocks? Owning the haystack instead is more effective.
The Bumpy Road to 10%
Since 1926, the US stock market has rewarded investors with an average annual return of about 10%. But in any given year, returns may be sky-high, extremely poor, or somewhere in between.