Aa
Helping clients nationwide for over 40 years
Client Portal
Helping clients nationwide for over 40 years
Client Portal

market outlook

1st Quarter 2025 Letter to Investors

“Maturity is the capacity to endure uncertainty”’  John Huston Finley  Our January Investment Outlook suggested we could face “unusual uncertainty” stemming from the Trump Presidency as 2025 unfolded.   This prediction appears to have been accurate.   The situation is unusual because politicians rarely deliver on campaign promises, in our opinion.   However, President Trump is actively pursuing […]

Read more >

2020 Investment Outlook

2020—A New Year, A New Decade

“It’s not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for.”

-Robert Kiyosaki

Read more >