Our Blog

    October 2021 Market Commentary

    By month’s end, most US broad equity benchmarks had touched new all-time highs more than once with the exception of indexes tracking small capitalization companies.

    Financial Insights

    Q3 2021 Market Comments

    Volatility increased dramatically after several months of lackluster activity. This year, September lived up to its historical reputation as the worst month for equities.

    Financial Insights

    The Budget and the Debt Ceiling: Federal Spending in the Crosshairs

    On September 28th, Treasury Secretary Janet Yellen informed Congress that the government will be unable to pay all of its bills if Congress does not raise the debt ceiling by October 18th.

    Financial Insights

    Advancing Tax Proposals Put Corporations and High-Income Individuals in Spotlight

    A number of advancing tax proposals have put corporations and high-income individuals in the spotlight.


    Is Your Financial Advisor A CPA?

    Choosing an advisor who is also a CPA is an easy way to ensure your advisor is a trusted financial professional who will always be acting in your best interest.

    Financial Planning

    Too Hot to Handle: What's Ahead for the U.S. HousingMarket?

    Prices are so high that some buyers are backing off, but demand remains strong and will outstrip housing supply for the foreseeable future.

    Financial Insights

    August 2021 Market Commentary

    Global equity prices were widely mixed in August. Large cap growth stocks continued their year long uptrend but other asset classes, especially small cap and value issues, clearly lagged.

    Financial Insights

    July 2021 Market Commentary

    July equity performance was narrowly mixed. There were several steep declines leading to equally steep recoveries, but overall, investors saw little net change in values.

    Financial Insights