Market Update

Market Update Q2 2022

Recently, long-time clients said “because of you, our entire family (about 19 people) are going on a vacation together this spring”. They went on to tell us that they had rented a large home in the Poconos and that all of their children and grandchildren would be there together.

Market Update Q1 2022

Recently, long-time clients said “because of you, our entire family (about 19 people) are going on a vacation together this spring”. They went on to tell us that they had rented a large home in the Poconos and that all of their children and grandchildren would be there together.

Market Update Q4 2021

Welcome to 2022! In our first newsletter of the year, you’ll find a discussion of Behavioral Finance, updates on our office renovation, communication tips and our Quarterly Market Update.

Market Update Q3 2021

I love the changing of the seasons, and the transition to Fall is one of my favorites. The air is crisp and the colors of the leaves on the trees are brilliant.

Market Update Q2 2021

I live about five blocks from the office and on nice days I walk to work. The summer of 2021 has brought back the joy of that simple walk on Market Street!

Market Update Q1 2021

Spring is my favorite season. The warmth of the sun, the freshness of the air and the lovely surprise of flowers and trees blooming make me happy. This year I am hoping, like everyone, that spring brings a beginning to the end of the global pandemic, that we are able to spend time with family and friends, that we are able to travel and return to living more of a normal life.

Market Update: Q4 2020

For the Quarter Ending December 31, 2020 In this quarter’s newsletter, we’d like to share a few things about maintaining open and consistent communication with you during both normal and challenging times. You’ll also find our Market Update and an article about the top ten things that CFOs will keep an eye on in 2021 […]

Market Update: Q3 2020

For the Quarter Ending September 30, 2020 What does the future hold for our economy? What does that mean for you? To help you stay on track during these pandemic times, what year-end financial tasks should you prioritize? Find answers to your questions and more by downloading our Financially Speaking Quarterly Newsletter. What’s included? Tribute to […]

Market Update for the Quarter Ending June 30, 2020

June was another positive month for markets, despite concerns about the spread of the coronavirus causing some volatility near month-end. All three major indices posted positive returns for the month.

Financially Speaking Quarterly Newsletter

This Summer edition of our Financially Speaking Quarterly Newsletter features a personal story from Shabri about how to accept help from others, in these unprecedented, unusual, and troubling times.