top of page

Search
July Quarterly Newsletter
More Retirees can roll over RMDS this year...But you only have until August 31 to do so. The Internal Revenue Service will permit more of...
Jul 6, 20205 min read
Record Performance for the Stock Market
The S&P 500 stock index recorded one of its best quarters in history for the 3-month period ended June 30. The snapback from the very...
Jul 6, 20203 min read
Post-COVID Reality - America will Rebuild
The major U.S. equity market indexes continued to rebound, fueled by the slow reopening of the U.S. economy in the wake of the COVID-19...
Jun 1, 20202 min read
Market Rallies Despite Pandemic
We hope that you and your families are safe and well during this challenging period. We are grateful for the health and safety of our...
May 1, 20203 min read
The Virus, The Economy, The Market
As of Friday, the stock market had risen 28% from its March low. Indeed, the WSJ reports that the Dow enjoyed its best 15-day stretch in...
Apr 21, 20203 min read
bottom of page

