“If Paul Revere had been a modern day citizen, he wouldn’t have ridden down Main Street. He would have tweeted.” – @AlecJRoss
The first quarter saw a lot of action with some wild swings in the market. In the end, both the Dow Jones …
“And now we welcome the New Year. Full of things that have never been.” – Rainer Maria Rilke
The U.S. Economy is starting to pick up steam. U.S. GDP registered 3.2% in the 3rd quarter. The unemployment rate is at …
“We must find time to stop and thank the people who make a difference in our lives.” — John F. Kennedy
We are looking forward to seeing everyone on Saturday, October 14th for our Client Appreciation Party. The long-range forecast is calling for …
“Active funds are now 71% overweight in the FANG companies after making the biggest move from value to growth since 2008.” . . . Bank of America June 2017
Save the date of October 14th. We are putting together plans for our Client Appreciation Picnic for that day. We look forward …
Transitioning from Stabilization to Growth ……
Ever since the recession in 2008, the market has been driven by the Federal Reserve Bank. Investors would wait with bated breath …
A Fond Farewell to 2016….
2016 ended up being a big year of ups and downs. After starting the year off with the worst start in stock …
There is a New Sheriff in Town….
…and it’s name is the Consumer Financial Protection Bureau (CFPB). The CFPB is a new government agency created by the 2010 Dodd-Frank …
Sad News
Susan Louise Cantlon, beloved wife of Michael our founder, passed away on June 15th from heart failure. They were married 51 years, …
Married Couple, Aged 47 and 44
Ellen and Rick are both still working. Both are saving to put their 3 children ages 16, 13, and 11 through college. …
Married retired couple, Aged 67 and 64
We have been working with Bob and Judy for the past 15 years. Together, they invested their assets and recently retired with …