Articles & Market Commentary

   As we start off the New Year with record highs in the DJIA and the S&P 500, it bears witness to the historical fact that the markets do well in an election year.  And for added flavor, there is much talk that the Fed will cut rates this year,...

Our transition to RIA is almost complete. Before I go any further, I want to thank our clients who stayed the course, your loyalty and trust will never be forgotten and we will continue to earn it every day. We are honored to have been able to lower...