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Market Commentary
Message From the CEO
I want to start by thanking Linda for her last 10 years at our helm, highlighted by our regained independence as a 100% employee owned firm and the ushering in of the firm’s next generation of investm...
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Grow Wealth
2010–2019: The Decade in Review
Over the last decade, many events have occurred that have affected the economy, the stock market, and the level of interest rates. Let’s take a look a...
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Grow Wealth
A Very Short Course in Behavioral Finance
Behavioral finance is the study of traditional finance theories coupled with the study of psychology. Three Nobel Prizes in economics have been awarde...
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Grow Wealth
Words from the Wise and Today's Stock Market
There are great quotations about many areas of human affairs, and the field of investing is no exception. Let’s take a look at a few of them and see h...
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Market Commentary
Is Forecasting Damaging to Your Wealth?
“It’s tough to make predictions, especially about the future.”—Yogi Berra
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