Client Letters
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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
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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
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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
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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
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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
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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