Keeping Our Clients Informed

April 21, 2025   Taxes or extension filed? Check.  Daffodils everywhere in my yard? Check.  Dairy Queen open? Check.   Other news? Well, stock markets were disappointing again last week, while...

April 14, 2025   It’s weird when the biggest news on an April 14th is not the panicked realization that tax day is tomorrow. This year, that’s not even top five.   Crazy stock market turbulence is...

In order for me to help you understand what’s happening in markets lately, I think I would have to set this letter on fire and put it in your mailbox. But we use email (much safer) and so I think...

“May you live in interesting times,” was my favorite Chinese curse when I was twelve. And despite its being English in origin, and not exactly a curse, it remains a favorite. But a little too on the...

Spring is here! And with it all of the uncertainty surrounding upcoming April tariffs, possibly-transitory inflation, and daffodils! Yay! And it wouldn’t be spring without the Federal Reserve’s...

A quick review of markets from last week is somewhat depressing. Friday was positive, but not enough to overcome the beginning of the week. All three major indices (quick poll: should I change my...