End-of-Year Investment Planning

End-of-Year Investment Planning

There are two important items in your portfolios that are worth noting as the year ends. For some, it’s worth making those certain changes as well.  Firstly, this has been a very negative year for most equity investors.  The only two positive sectors were Energy and...
The Markets Are Still Correcting: Hang In There!

The Markets Are Still Correcting: Hang In There!

Market Updates Are you ready for the most interesting investment year since 2009? Are you ready for three or more interest rate hikes driving bonds down for the year? Are you ready for 10% or 20% market corrections, maybe even more than once in 2022? Are you ready for...
End-of-Year Letter 2021

End-of-Year Letter 2021

The End of 2021… Finally?2021 has certainly been a bizarre year in so many ways. It’s been a long road getting here with twists and turns, but we made it to our destination better than we once started.Market Update Inflation is now over 6%. Gas prices...