Yearly Archives: 2011

The economic malaise which is apparent in our unemployment, gross domestic output, and residential real estate values, continues. A double-dip recession is possible but not probable. Stock values which had held until this recent quarter were supported by rapidly increasing … Continue reading →

Three heads are better than two. With Rob Gephart joining Tom and me, we are even better positioned to help you with any financial issues or questions you have. We are well equipped to handle more clients and more assets, … Continue reading →

We’re very excited to announce an addition to our team effective today. Rob Gephart has joined us to manage our information technology, regulatory compliance and to bolster our office efficiency. Rob comes to us with almost 20 years of experience … Continue reading →

2010 somewhat surprised on the upside. Although we were conservatively positioned, we participated fully in the average market gains due largely to good stock selection and lucrative option premiums. We continue to see anecdotal indications that our economy is gradually … Continue reading →