We would like to welcome you to a New Year and thank you for your continued trust as your financial advisor. It means a lot to us to work on behalf of you every day to protect and grow your wealth. We view it as...
During a time when a number of possible economic and stock market related concerns flow from the media, we would like to share some thoughts regarding a longer-term question. Since the Great Financial Crisis of 2008, companies within the S&P 500 experienced a significant increase...
Since the last time we wrote, a lot has changed in our daily lives. It is likely that as you read this you feel that you have been able to return to a little more of your “normal” routine. You may find yourself dining inside...
The last 15 months have been extraordinary. We have managed your assets through one of the most tumultuous times in market history. The Covid pandemic has physically disrupted many peoples’ lives as well as taken many lives. The United States economy along with many global...
We wish you and all of your families a Happy New Year, as well as, peace and the continued pursuit of happiness. One would not describe 2020 as peaceful. A lot of people experienced great loss as a result of Covid-19. This loss is not...
Our optimism remains high regarding the potential investment outcomes as we move forward from the onset and rapid outbreak of Covid-19 – including the national spike in case numbers that we observed in July and November. Since October, case numbers and death numbers have significantly...
We once again hope this finds you physically safe and in good health. A lot has transpired since we sent our April 1st newsletter to all of our clients. The stock market movement since then has been unprecedented with more uncertainty on the horizon. At the...
First and foremost we hope that all of you are physically safe and in good health. We are well and working together (at least six feet apart) from the Darrell & King office. We all have the capability to work from home and communicate with...
A Presidential election year can provide several questions for markets. Indeed, 2016 provided a lot of volatility as the candidates and then the election sorted themselves out. During that process the S&P 500 endured a correction, bottoming in February, and then the index went on to finish...
Our end of year client housekeeping consists of several things but includes two primary pieces. This newsletter will discuss those things. It will also cover things that you might want to consider prior to transitioning into the New Year. The first piece of yearend housekeeping for us...