Peace of Mind

We understand your need to control your financial destiny.

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

Our Publications

1Q Resoundingly Strong; but Conflicting Signals Emerging – Week Ended 3/29/19

The 1st Quarter concluded with each month firmly in positive territory and a cumulative advance for the S&P500 of +13.6% – a sharp reversal from the experience suffered closing out 2018.  Interesting fact: since 1950 there are only 19 examples of the S&P500 starting a year with positive performance in January, February, and March and […]

Bull’s 10th Birthday Brings Little Fanfare – Week Ended 3/8/19

It was just the 2nd down-week of the year, but below the surface many individual names have been consolidating since mid-February.  The S&P500 gave back -2.1%, but the more cyclical and strongest YTD performing areas are pulling back more sharply with transportation stocks down -3.3% and small-caps off -4.3% (Russell 2000).  This weakness should embolden […]

“Show Me” – March Commentary

Two months and so far, a very Happy New Year!!!  February added +3.2% to a very strong January, making this a great start to 2019 for investors with the stock market jumping a cumulative +11.5%.  Wow!!  We appreciate the Fed again communicating economic data dependency rather than an autopilot path of raising interest rates, plus […]


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