It is already April and we hope everyone is doing well. We wanted to write to let you know your quarterly statements for the quarter...

A Market Note was included at the end of our December 1 newsletter. The Market Notes we generally send with our newsletters are written...

After the close of each quarter, we send our clients a Market Note. This is the note we sent after the end of the third quat Let’s talk...

In the second quarter (Q2) that just ended, the S&P 500 (one of the best gauges of the US stock market) gained 5.1%, the Dow Jones (a...