Broker Check


Monday, April 25, 2022


Tuesday, March 8, 2022


Thursday, July 22, 2021

On an annual basis our Investment Committee meets to develop a firm view of the financial markets, to express that view in our investment strategies, and to articulate it in our annual Market Perspective. We did so again in the first...


Tuesday, June 15, 2021

Please click on the link below to view our 2021 Market Perspective: 2021 Market Perspective


Sunday, April 25, 2021

April Newsletter As spring waxes and the distribution of COVID vaccines becomes more prevalent, the atmosphere seems to be warming and softening. We hope you have all been able to get vaccinated, and that your worlds are starting to...


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Monday, March 15, 2021

As the tax filing deadline approaches, we wanted to remind you that if you would like to fund your IRA for 2020, you need to do so prior to April 15. There are income limitations that apply to Roth IRA contributions. One can make a...