Client Letters
February 2022
During several conversations I have had recently, after discovering my career choice I often hear some version of this question from people: “With inflation at
January 2022
This month’s letter will be a tad bit different. Unlike the typical media sources that are focusing on negative news stories about the latest Covid-19
December 2021
As we have worked together over the years it has been human nature to get to know each other better. For you it is probably
November 2021
I was watching CNBC obliquely, interested more in having background sound in the room than in capturing any investing news, when my granddaughter asked, “Why
October 2021
Wow! We didn’t anticipate this: several folks have requested that we leave the First Annual Shred Week open longer to allow their friends and relatives
September 2021
From one of our trusted research sources: It is being reported by the prominent political paper The Hill that “big Washington lobbyists have already succeeded