31Jul
Market Update - Q2 2020

Market Update - Q2 2020

Wondering what has been going on in the markets lately and what investors should be doing? Here is a market review on the 2nd quarter of 2020 and some advice for long-term investors.

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20May
Market Update - Q1 2020

Market Update - Q1 2020

The first quarter of 2020 was a volatile one, with some of the largest positive and negative days of the decade.  This market review helps add perspective to where we are and discusses where we could potentially be going.

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1May
3 Things to Improve Your Portfolio

3 Things to Improve Your Portfolio

These have been interesting times... When markets have been as volatile as they have lately, it is only natural to ask questions.  Your portfolio has likeley declined in value,...

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1Apr
The CARES Act - What Small Business Owners Need to Know

The CARES Act - What Small Business Owners Need to Know

The CARES Act contains many helpful tools that small business owners can utilize to help stay afloat and maintain their employees during this difficult time. In this video, we discuss 3 of these options.

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24Mar
AICPA Podcast with Dave: Managing Client Emotions During Volatile Markets

AICPA Podcast with Dave: Managing Client Emotions During Volatile Markets

Dave discusses the recent market volatility surrounding the COVID-19 outbreak. Here are some tips on how to navigate these times and keep a positive outlook on your long-term situation.

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10Mar
Dave Quoted in Journal of Accountancy - Calming Clients' Fears During the Coronavirus Outbreak

Dave Quoted in Journal of Accountancy - Calming Clients' Fears During the Coronavirus Outbreak

Success in the stock market comes from thoughtful portfolio construction and maintaining discipline over the long-term. Keep calm during market volatility.

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2Mar
Coronavirus - What Should Investors Do?

Coronavirus - What Should Investors Do?

The Coronavirus (COVID-19) has had a large impact on the stock market over the past few weeks. Here are a few tips that could be beneficial to investors during periods of short-term market volatility.

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5Feb
Market Update - Q4 2019

Market Update - Q4 2019

This report features a quarterly market update for 2019 and discusses investment ideas for 2020 and beyond. In this video, we discuss performance for equities and fixed income for the prior year as well as their performance over the last decade.

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23Dec
Happy Holidays

Happy Holidays

As we look back on the last year, we feel truly blessed and thankful for the clients who have entrusted us with their future.  We had several client...

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14Nov
Market Update - Q3 2019

Market Update - Q3 2019

Fall is here!  The third quarter in the markets was a slightly uneventful one...  Mixed returns from the stock markets led to below-average performance for risky assets.  Fixed...

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28Aug
Dave Quoted in CNBC Article - The Marriage Tax Penalty

Dave Quoted in CNBC Article - The Marriage Tax Penalty

Historically, people have generally believed that you would save on taxes by getting married.  With the rise in dual-income families, however, this is proving to be a bad...

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15Aug
Market Update - Q2 2019

Market Update - Q2 2019

2019 quarter 2 market update.

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15Apr
Market Update - Q1 2019

Market Update - Q1 2019

Spring has sprung! Video update about what we're seeing in the markets and expect to see going forward.

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15Feb
3 Tax-Saving Tips Before Completing Your Tax Return

3 Tax-Saving Tips Before Completing Your Tax Return

Use these tips to Save!! We commonly hear things like “2018 is over now.  There’s nothing more I can do.”  NOT TRUE!  Even though the year has ended, there...

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8Feb
How Do I Sell My Company?

How Do I Sell My Company?

How Do I Sell My Company?   As a business owner, the thought of selling your company can be a scary one.  You’ve spent countless hours building something, and it...

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