
2020 Quarter 3 Newsletter
The 3rd quarter marched on in continuation of the rally that started March 23rd. For the quarter, the S&P 500 index was up about 8%, even after the month of September that saw a decline of approximately 4%.

2020 Quarter 2 Newsletter
Where to start! At the end of Q1 the mood was pretty much as dim as it could be, and the markets had just finished off one of the worst quarters in history.

Upgraded Website for 2020
The world of financial planning and investments can be confusing…especially in times like these. Folks wonder where to go to get reliable help and advice.

2020 Quarter 1 Newsletter
Markets were in good shape until late February when fears over the Coronavirus spread and the economic impact it may have kicked in

Year End 2019 Newsletter
The Federal Reserve had raised interest rates several times during the year and in December not only raised interest rates but also forecast 2-3 interest rate increases for 2019.

2019 Quarter 3 Newsletter
For the 3rd quarter the S & P 500 index was up 1.2% and is up 19% for the year!

2019 Quarter 2 Newsletter
The S & P 500 ended the quarter up 18.5% year to date. This has been the best first half of the year in terms of investment returns in over 20 years.

2019 Quarter 2 Special Update
The Federal Reserve in January announced that further interest rate increases were not likely.

May 2019 Special Newsletter
The trade war with China has gone from a “deal will get done mentality” to a much more unpredictable situation which will take more time to resolve.