Portfolio Updates – January 2021
The equity markets started off the new year strong, continuing [...]
A Simple Way to Stretch A Dollar
I put almost all my day-to-day purchases on a credit [...]
Portfolio Updates – December 2020
For the month of December, the equity markets continued their [...]
2021 Tax Reference Guide
Linked below is a handy, printable 2021 Tax Reference Guide. [...]
November 2020 Market Pulse – A Tale of Two Markets
OVERVIEW We hope you had a nice Thanksgiving holiday. November [...]
2020 Tax Reference Guide
Linked below is a handy, printable 2020 Tax Reference Guide. [...]
Market Pulse – October 2020
October is traditionally the most volatile month of the year, [...]
Market Pulse – Q3 2020
The Third Quarter 2020 saw a continuation of improvement in [...]
Market Pulse – Mid Third Quarter Update
We hope you have been enjoying the summer months, spending [...]
July 2020 – Market Pulse
During the first full trading week of the second half [...]