Blog

Thursday, March 19, 2020

As news of the coronavirus continues to dominate the headlines, we remain focused on best serving you and helping you navigate global events.  Please know we are thinking of you and pulling for the good health of your friends and...

Monday, March 9, 2020

March 9, 2020 was the eleventh anniversary of the crescendo of global panic that marked the bottom of the bear market of 2007-09.   It is to me a thing of the most wonderful irony that the world has elected to celebrate this...

Friday, February 28, 2020

After a spectacular 2019 for most diversified investors, this week’s S&P 500 index value appears to be on track for closing the week at a significant dip, and as of this writing represents an approx. 10% year to date dip.  ...

Monday, May 13, 2019

Stop watching the dog and keep your eye on the owner… May 2019, by Mike Boyle, CFP® As coaches, we are always on the lookout for teachable moments. In caring for hundreds of client households, we would be remiss if we...

Friday, February 15, 2019

Given the 30-year historical milestone of the Warren Buffett quote and facts below, I couldn’t help but share…