“No one has ever become poor by giving.” — Anne Frank 2022 was a disaster. But January came in hot, making up a good chunk of any losses from the previous year in just one month. January was one of the best months in years for both the unmanaged stock market indexes...

Humility, like gratitude, is not so much a technique as it is a way of life.” – Ed Latimore Tough 2022 Year,, which should remind us of the need for keeping the big picture in mind. While your goals may change, having a steady and reliable plan is crucial all year...

The financial landscape has been more than rocky lately, but how did we get here?Looking back a couple of years we are going to assess supply and demand, inflation, real estate investment, stocks, bonds and the overarching US fiscal policy. We will highlight the trends seen from some pretty historical moments experienced between 2019-2022.

“A bend in the road is not the end of the road… unless you fail to make the turn.” – Helen Keller There's no way to sugar coat it- this has been a tough year. This quarter especially has not been good. July was positive but then what it gained in July, it gave up in...

Over the last couple of years we have seen an off kilter supply and demand – with demand greatly outweighing supply in many areas. We’ve seen shock waves of disruption as the markets responded to Covid, the war in Ukraine, and more. As the gap narrows a bit now, let’s take a closer look at what we’re seeing and what it means for investors.