Client Resources

Our top priority is helping you take care of yourself and your family. We want you to have access to the latest information available regarding your accounts and what's happening with the financial markets.

Off to a Strong Start
May 2, 2019

The S&P 500 Index has risen for four consecutive months, resulting in the strongest start to a year in more than 30 years!  Click here to read the full letter. 


Signals We See in Q1 2019
April 4, 2019

Although the U.S. economy hit a soft patch to start 2019, the fundamentals supporting economic growth and corporate profits lead us to believe the bull market and this economic expansion could continue.  Click here to read the full letter. 


Bull Market Reaches 10 Years
March 7, 2019

The S&P 500 Index has staged an impressive rally after nearly entering a bear market December 24, with U.S. stocks notching their best start to a year since 1991.  Click here to read the full letter. 


Stocks Warm Up in January
February 7, 2019

Stocks have followed a similar path as the weather ... warming up in January after a chilling December.  Click here to read the full letter. 


A New Year's Perspective
January 10, 2019

It's a new year and resolutions are in place, but investors in the financial markets may be struggling to find their optimism. Click here to read the full letter. 

Resolve to Improve Your Financial Wellness
January 2019

For many people, the month of January signals the chance for a fresh start. It also happens to be Financial Wellness Month, so what better time to reflect on your financial wellness and set some goals for improving it! Click here to access the e-book.


Outlook 2019: FUNDAMENTAL: How to Focus on What Really Matters in the Markets
December 17, 2018

This handy guide provides insightful commentary, economic and market guidance, and investment recommendations to help you navigate the year ahead.  Click here to access the guide.