Keeping Our Clients Informed

The stock markets have pulled back slightly from recent record highs, while bond prices have also fallen, pushing yields higher. Why? Inflation has ticked up again. It’s no surprise, with oil and...

According to Fast Company magazine, “51% of U.S. employees have cried at the office within the last month.” I am not one of them, but I understand the urge. It’s difficult to understand what’s going...

Stocks had another good week and the Standard & Poor’s 500 and Nasdaq Composite Index both ended at new record highs. Year-to-date, the S&P is up 5.6%, while the Nasdaq is 8% higher. The Dow...

April 27, 2026 Despite many of us thinking that the stock market is just plain wrong (what about the war in Iran, rising inflation, and governmental incompetence?), stocks continued to rise last...