Broker Check


What’s on our mind? You can read about it in our blog. Whether it’s ideas from the investment world or concepts from the financial industry, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.


Thursday, October 19, 2017

Recently, Jerry Chafkin, CIO of AssetMark, Inc., released his third quarter market commentary, entitled 'Making Hay'. Here are the key points that are addressed in the attached Market Update: US stocks returned 4.5% in the third...


Friday, January 8, 2016

More of the Same in 2016…With a Little Less Certainty Read the summary of SEI's 2016 outlook by clicking on the attachment below.


Tuesday, September 22, 2015

No End to the UncertaintyThe Fed’s decision to take no action comes as more of a disappointment than a surprise.The markets are not currently concerned about how much and how often, but rather when.When the rate-hike cycle begins,...


Wednesday, August 27, 2014

As many of you know, from recent meetings and/or other sources, we have purchased a building on the west end of Napoleon and will be moving there shortly. We purchased the building at 1036 Chelsea Avenue back in April and it has...