Perspective on Recent Market Volatility

Perspective on Recent Market Volatility The human tragedy that has unfolded in recent weeks has been difficult for many and our hearts go out to those that have been affected. While the pain and suffering of fellow global citizens can’t be overlooked, we also have a fiduciary duty to our clients to analyze these events in… Read More

5 Reasons To Use A Safe Deposit Box

5 Reasons To Use A Safe Deposit Box  1. Your items are protected from fire, flood, or other natural disasters at home. Natural disasters can destroy much more than the house itself. They destroy memories like photographs, jewelry, birth certificates, and other important records. You can keep your most valued possessions, copies of your important… Read More

Economic Outlook – Spring 2020 | “A Historic Start to the Year”

Economic Outlook – Spring 2020 “A Historic Start to the Year” As our team puts together this quarter’s economic outlook, the world is confronting an unprecedented health crisis. Our thoughts are with the individuals and families impacted, as well as the front-line health-care workers and first responders. The typical format for this blog post is… Read More

The Coronavirus Correction

The Coronavirus Correction It has been a difficult week for investors after troubling news last weekend regarding the spread of Coronavirus beyond China. Risks of this disease turning into a global pandemic have worried investors. Since hitting an all-time high on February 19th, the S&P 500 has dropped by 12.04% – its worst weekly decline… Read More

Economic Update – Fall 2019 Edition

Economic Update – Fall 2019 Edition The US Economy – Safe as Houses In the movie Sherlock Holmes: A Game of Shadows, the evil Professor Moriarty sends some thugs to kill John Watson and his new bride Mary as they travel by train en route to their honeymoon. While the train speeds over a bridge,… Read More

Economic Outlook – Winter 2019 Edition

Economic Outlook – Winter 2019 Edition The 4th quarter of 2018 reintroduced investors to the volatility that can suddenly hit the stock market.  The S&P 500 reached all-time highs in September before dropping 13.5% over the next three months.  Since the stock market is more predictive than reactive many observers were wondering if this sharp… Read More

Economic Update – Summer 2018 Edition

Economic Update – Summer 2018 Edition Summer in the Midwest this year has come with two flavors – either scorching heat or epic downpour.  There have not been many days in between.  The U.S. economy, meanwhile, continues to move ahead steadily.  Despite challenging weather, risks of trade wars, and tightening labor markets, corporate earnings are… Read More

Economic Update – Spring 2018 Edition

Economic Update – Spring 2018 Edition The early days of Spring are upon us and the overall economic gauge is much like the weather – things are starting to feel better.  The truth is, things have been improving since we started recovering from the depths of the financial crisis 10 years ago.  It’s just that… Read More