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What’s on our mind? You can read about it in our blog. Whether it’s ideas from the investment services world or concepts from the financial industry, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.
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What Happens if the Debt Ceiling is Not Raised?

What Happens if the Debt Ceiling is Not Raised? Remember, it’s about paying America’s bills, not borrowing more money The latest mess out of Washington …

Market Commentary 10/05/2021

The Markets September strikes again… If you look back over the last 20 years, September has been the worst performing month for the Standard & …

Evaluating Your Executive Stock Options

As part of your compensation package, your company might offer you stock options to supplement your salary. While they can be a valuable form of …

How Diversifying Your Portfolio Can Mitigate Risk

Risk is an inherent part of investing. After all, no one can control the losses or gains of a particular asset, sector, or the market …

Market Commentary 09/28/2021

The Markets Central banks have a lot of influence on investors, markets and economies. For the last year or so, the Federal Reserve has been …

Market Commentary 09/21/2021

The Markets In recent weeks, bullish sentiment has drifted lower like sediment settling after a storm.  Every month, Bank of America (BofA) surveys global asset …

Market Commentary 09/14/2021

The Markets The Delta variant could take a toll on economic growth. There was some good news last week. The 7-day moving average of COVID-19 …

Market Commentary 09/08/2021

The Markets Stagflation isn’t trending, but it was mentioned in quite a few headlines last week. Stagflation is a portmanteau of ‘stagnation’ and ‘inflation.’ It …

The 2021 Child Tax Credit: An Overview

The tax give-back for parents of young children is different in 2021 Every year, the Child Tax Credit reduces the tax liability of American parents. …