The year 2020 presented us with unique challenges. Never has a singular event had such wide-ranging repercussions as the Covid…
For the nation, 2020 has been one of the most difficult years in memory. We are grappling with Covid and…
Imagine yourself at the beginning of the year. You have knowledge that within weeks a novel virus will emerge that…
As an investor in one of our internally managed Dividend Growth Equity Strategies, we wanted to update you on the…
Despite only being half way over, 2020 has firmly placed itself in the record books in many ways. Throughout these…
Can History help us make better decisions about the future? As we mentioned in our last email update, “History repeats…
In periods of volatility such as the one we are going through right now, it is our goal as your…
As February began, markets were reaching all-time highs and most of us investors were at most keeping one eye on…
As we begin the final leg of 2019, the following piece recounts some lessons I learned from training (and running)…
From the market lows in 2009, the US stock market has rallied an impressive 320%! (DJIA low of 6,469 to…
We are excited to share with you the next installment in our new line of video communications Please click below…
Timely Videos Coming Your Way! In December, our team kicked off the year early with our annual team retreat. The…