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Quarterly Economic Update – Second Quarter 2019

The first half of 2019 brought very strong results for financial markets. Both equity and bond investors saw positive results leaving investors…


The House of Representatives passed the Setting Every Community Up for Retirement Enhancement (SECURE) Act on May 23. The next step is to pass through the Senate and be signed by the President.  With strong bipartisan support and the Senate already considering changes for retirement plans…

Portfolio Rebalancing

Rebalancing your portfolio can be a good way to help keep your investment strategy on track towards meeting your goals. Doing it on a consistent basis can help…..

Quarterly Economic Update – First Quarter 2019

During the first three months of 2019, investors had a lot to cheer about as U. S. equity markets turned in their best quarterly gains in nearly a decade. This helped many of the major indexes to recoup a good portion of the losses that…

Special Tax Report

The beginning of tax season 2019 was initially in question due to the government shutdown. On January 7, the Internal Revenue Service (IRS) assured taxpayers they would indeed begin processing tax returns on January 28, 2019. The deadline to file 2018 tax returns is….

Welcome to 2019

Welcome to 2019!  We hope that you and your family had an enjoyable holiday season.  Each New Year symbolically offers us the opportunity for a fresh start.

Once again, our primary goal this year is to continue our tradition of helping clients achieve their personal financial goals.  To make that process more efficient, we send our clients…