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 …
Perhaps We Should Switch to Quarterly Statements
If you had only reviewed your security holdings on January 1 and March 31, you might have said, “What was all that …
“Violently Flat”
No fun at all. For you and certainly not for us. Each day we sailed our little ships onto the Sea of …
“Wake Me Up When September Ends” -Green Day
It has been a rough 3 months. In fact, it has been the worst 3 months since 2011. Unfortunately, we were prescient …
“Making a Silk Purse out of a Sow’s Ear.” -Stephen Gossen
There are many concerns in the markets these days. Whether the talk of the day is Greece, China, Puerto Rico or somewhere …
“The future is certain. It is just not known.”- Johnny Rich
Things are not as good as they seem. The economy, while improving, continues to show signs of distress. Something just doesn’t seem …
Less Pain at the Pump Equals More Money in Your Pocket
The major drop in oil prices started to create turmoil at the end of last year. Looking forward, this will continue to …
Thank You!
There is a Charles Schwab commercial running on TV these days where a child asks his father how much he pays his …