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

Election Rally, But Lasting Relief Still Elusive – Week Ended 11/9/18

At the end of October, one could almost gather that a some modest relief was returning to the financial markets as the ugly but much anticipated US midterm election drew near and uncertainty over its outcome would be no more.  As it turned out, election day generally went as predicted by political pundits – that […]

“Shake or Break” – November Commentary

Shake or bake; not!  Shake and/or Break is a fitting title for the frightful market action in October.  Markets may “shake” because of tariffs.  But, the Fed can cause the market “break.” Much of the blame for October is aimed at President Trump and/or Federal Reserve Chairman Powell.  Investors are concerned that the Fed remains […]

Bond Adjustments

In recent days we executed several tactical adjustments in the fixed-income sleeve of client portfolios.  We sold or reduced exposure to short-maturity bond funds and reinvested proceeds into position-traded money funds.  These adjustments take advantage of attractive yields available on short-term money funds relative to the variable return potential on short-maturity bonds in a rising interest rate […]

Relief Around the Bend? – Week Ended 11/2/18

One word comes to mind when thinking of the drawdown endured in October: relentless.  It was the worst month for US investors years with 16 of the 23 trading sessions during the month being negative.  Worse than that, since the S&P500 made its last all-time high on September 20, 75% of all trading days were […]


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