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

Ketchup Bottle Economy – December Commentary

Getting ketchup from its bottle is often messy.  It never wants to flow easily.  The container must be shaken vigorously, or squeezed a lot to find that it still does not come out.  Eventually after enough frustration and squeezing, ketchup will flow – often after it explodes with too much red sauce going everywhere.  This […]

Peak “Stagflation” – November Commentary

What is Stagflation?  Is the US economic environment traveling toward Stagflation?  The percentage of news articles mentioning “stagflation” is nearly double (37%) the previous high readings which occurred in the midst of two prior recessions of 2008 and 2001 (both at 21% – see chart at bottom of article).  The term stagflation combines two concepts […]

(Tax) Change is in the Air

It is often said that there are just two certainties in life: Death and Taxes. Or how about “the only constant in life is change”? In 2021, it is hard to recall a client conversation where the topic of potential tax policy changes did not arise. Since COVID, government policy was all about huge stimulus […]


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