Blog

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, January 25, 2024

Discover the importance of patience and a long-term approach in retirement planning. Explore how avoiding market timing and embracing steady investment strategies can lead to financial success.

Wednesday, March 22, 2023

Amid the reverberations of two U.S. banks being taken over by regulators and the spread of uncertainty to European banks, stocks trended higher last week on the strength of the technology sector.The Dow Jones Industrial Average was...

Tuesday, March 14, 2023

Stocks tumbled last week as investors reconsidered their interest rate expectations after Fed Chair Powell’s Congressional testimony that rates may need to go higher. Stocks also were rattled when a west coast bank was placed...

Friday, December 22, 2017

Our business associates at City National Rochdale, a leading investment management firm for high net worth clients, recently released an updated market commentary. In this piece, they encourage clients to "stay invested, but expect...

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...

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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...