Broker Check


What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.


Thursday, January 23, 2020

Last year, we enjoyed a strong finish to a spectacular decade for investors. How spectacular? From January 2010 through December 2019, the S&P index rose 290%, excluding dividends. Leading individual stocks performed even better....


Thursday, August 8, 2019

After nine years of relatively calm markets, 2018 brought volatility back into focus with S&P 500 suffering two drawdowns of more than 10% during the year--in February (-11.8%) and October 3 to December 24 (-20.2%). For the year, the...