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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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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25Oct
Retirement Planning in the New Tax Environment

Retirement Planning in the New Tax Environment

[video1] As part of a series of videos, Dave was recently featured in a video by the Journal of Accountancy regarding the new tax laws and how they affect...

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