In our September 29 letter, we noted that historically the S&P 500 Index has been quite strong in the 4th quarter in years when it was...

Highlights of this Special Edition Newsletter: LVM's Year-End Financial Planning Checklist Giving to Charity through CRT or CLTs TD...

The stock market pulled back in August and September with most of the weakness in the latter month following Fed Chairman Powell’s...

Tyler and Jordan discuss stock market returns to start 2023, historical returns in the fourth quarter after poor returns in August and...

Happy Labor Day! Labor Day is the annual celebration of the social and economic achievements of American workers. The holiday is rooted...