Peace of Mind

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Our personal, comprehensive and objective approach will provide what you're really looking for - peace of mind.

Our Publications

Soft Economic Data an Investor’s Friend? – Week Ended 6/14/19

Global equity markets are enjoying a swift recovery following their “distracting” adjustment last month.  The S&P500 is up +5% over the first 10 trading days in June (thru 6/14), even as the trade dispute between the US and China is yet to show tangible signs of renewed repair.  For the most part, improvement is being […]

Undistracted – Market Commentary for June

If you travel through the village of Mantua in northeast Ohio, don’t drive with a dog in your lap.  Determined to stop distracted driving, the police are aggressively issuing tickets to curb behaviors such as driving with an animal sitting in your lap or texting.  All around the world, new laws are being written to […]

Investors Being “Tariffied” – Week Ended 5/10/19

Following one of the best four-month stretches for equity markets in recent memory, the month of May is proving more challenging with the S&P500 experiencing its worst week of the year.  Despite a better than expected quarter of economic growth during the 1Q and earnings that are not as soft as feared, optimistic sentiment of […]


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