News & Insights

We’re committed to keeping you well-informed about matters that may impact wealth management. Please contact us to discuss any of these topics.

12.20.2024

Lemonade from Lemons

By virtually any measure, 2024 has been a very good year for investors. If you made money in a taxable (non-retirement) account, it is ...

Read More

11.29.2024

Should You Invest When the Market Hits an All-Time High?

As you read this, the S&P 500 Index just closed at another new all-time high.   Do you have a fear of heights? As in “I may ...

Read More

10.31.2024

We Know Who is Going to Win on November 5

Are we drifting into the political morass that seems to have paralyzed our nation’s citizens and media?   I’d rather stick pins ...

Read More

09.17.2024

Cyberfraud Case Study

It started innocently enough:   “Hello Andy! Hope all is well, please email the current value in my account as of close ...

Read More

08.02.2024

The Gift of Education

August is “back to school” month, or as we used to call it in my home when three boys were bouncing off the walls, “hostage release” ...

Read More