News and Information Updates

1st Quarter 2019

Posted on April 25, 2019 · Posted in Newsletters

“Education to take your trading to the next level.  Only at TDAmeritrade.” – TV Commercial “Gut check and keep your… read more

4th Quarter 2018

Posted on March 8, 2019 · Posted in Newsletters

“…like it’s 1999” – Prince, September 24, 1982 With 2018 in the books, we reflect on a period of extended… read more


Resolutions For 2019

Posted on January 7, 2019 · Posted in Blogs

Start with the Basics Make sure you start with the basics when creating your resolutions for 2019. Create a Budget… read more

Understanding the stock market

3rd Quarter 2018

Posted on November 7, 2018 · Posted in Newsletters

“Although it’s easy to forget sometimes, a share [of stock] is not a lottery ticket… it’s part-ownership of a business…”… read more

Fiduciary Rule

2nd Quarter 2018

Posted on August 17, 2018 · Posted in Newsletters

Follow the money – All the President’s Men, 1974 The quote above was attributed to Mark Felt, former associate director… read more

Change and the movies

1st Quarter 2018

Posted on April 26, 2018 · Posted in Newsletters

There is nothing permanent except change. – Heraclitus of Ephesus c. 535 – c. 475 BC The exact translation is… read more


Should I buy a rental property?

Posted on February 14, 2018 · Posted in Blogs, Investment Advisory

Rental properties are very popular among people looking to build wealth.  Part of the attraction is the ability to see… read more


4th Quarter 2017

Posted on January 25, 2018 · Posted in Newsletters

This year we saw strong stock market returns, particularly for growth stocks.  One of the reasons for the strong move… read more


3rd Quarter 2017

Posted on October 25, 2017 · Posted in Newsletters

The stock markets around the world continued to quietly churn higher in the 3rd quarter.  Somewhere, the phrase “the most… read more

The New Rule

2nd Quarter 2017

Posted on July 25, 2017 · Posted in Newsletters

Unpopular and Underperforming Funds? – Strange Decisions This quarter marked the first phase of the implementation of the Fiduciary Rule. … read more

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