News


Mar
18

Week 12 Sitrep

Special note: Our CPA partner, Katie Lomness, provided us a quick update today that we thought worthwhile to pass along….

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Mar
12

Market Update – March 12 2020

Special note: Our CPA partner, Katie Lomness, provided us a quick update today that we thought worthwhile to pass along….

Read More

Mar
9

Week 11 Sitrep

Special note: Our CPA partner, Katie Lomness, provided us a quick update today that we thought worthwhile to pass along….

Read More




Mar
18

Week 12 Sitrep

Special note: Our CPA partner, Katie Lomness, provided us a quick update today that we thought worthwhile to pass along….

Mar
12

Market Update – March 12 2020

We thought it would be wise to send a specific market update addressing a few common questions we’ve received and…

Mar
9

Week 11 Sitrep

Clearly the two most common questions we have received over the last week have been “is it over yet?” and…

Mar
2

Week 10 Sitrep

Special note added 3/3/20: Market volatility continues into the week of March 2nd – after a 5% up day on…

Feb
26

Week 9 Sitrep

If there were ever a week with both good news and bad news, last week would have been a good…

Feb
24

Flash Market Update – 2/24/2020

Global stock markets have opened down roughly 2-3% for Monday based on several weekend news stories. It is not uncommon…

Feb
19

Week 8 Sitrep

New all-time highs were abundant last week. One commentator we follow noted new highs in the Dow Jones Industrial Average,…

Feb
13

Week 7 Sitrep

What a bounce-back week for U.S. stocks! After plunging more than 2% for the week ended January 31st, the S&P…

Feb
3

Week 6 Sitrep

Stocks took a bigger stumble last week after news that the Coronavirus had spread further shook markets on Friday. The…

Jan
27

Week 5 Sitrep

We all should have expected the market to take a break from its winning ways after my comments last week…

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