Broker Check


Monday, January 9, 2023

January 9, 2023% Return as of 12/31/2022Equity Indexes4th Q1 Yr3 YrS&P 5007.6-18.17.7Russell 20006.2-20.43.1MSCI EAFE17.3-14.50.9Emerging Market9.7-20.1-2.7Wilshire REIT4.0-26.8-0.5Bond Indexes   TIPS2.0-11.81...

Wednesday, March 25, 2020

March 25, 2020 Dear Clients, Over the past few days, we have seen volatility that has impacted our world in many ways. It can be difficult to stay focused with the plethora of information in the 24/7 news cycle and the whirlwind of...

Friday, March 20, 2020

March 20, 2020 Dear Clients, We have no doubt that over the past few weeks you have felt a range of emotions with the volatility of the current market. We truly understand and want you to know that we are here for you and together we...

Tuesday, February 25, 2020

Worried about the big downturn we recently saw in the market? Click here for our thoughts on what lies ahead.