“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, …
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 …