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In addition to these services, we maintain trusted professional resources in areas of estate, business formation & succession, and tax planning.
Our Publications
iPod, iPhone, iPad… now the “I Bond”
Similar to the steady stream of successful products developed by Apple, it seems the US government hit a homerun with the “I Bond”. Although this US government savings instrument is not a new product, popularity is spiking (along with inflation) in 2022. Through mid-June the government sold $14.4 billion of I Bonds, which is 40x […]
Special Market Update – “Market Sentiment = Inflation Stress”
“Sentiment” means an attitude, thought, or judgment prompted by feeling; a refined feeling. Late last week market sentiment quickly soured, like moving from spring to summer in just a few days; sentiment is very concerned about INFLATION and its influence on the future domestic and global economic path. It’s not about economic strength – strong […]
Bowling Bumpers – June Commentary
“Chloe and Miles grew up between the same bowling bumpers that encouraged risks, inflated confidence, and prevented consequences.” The quote is from “Rock the Boat” by Beck Dorey-Stein. Ever bowled where bumpers are placed in the gutters on each side of the lane? Rolling a gutter ball is not possible. This makes bowling fun for […]
Special Market Update & Video – “Here Comes the Sun”
When the Beatles’ manager Brian Epstein died in 1967, the band needed to handle more of their accounting and business affairs. George Harrison disliked these duties. He wrote “Here Comes the Sun” after attending a round of business meetings. The song was inspired by the long winters in England which Harrison thought went on forever.

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2006
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