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….

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!…

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…

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…

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…

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….

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….