Quarterly Economic Report: 2nd Qtr 2018
Wednesday, June 06
Our economy is frail, and it’s imperative you take measures to off-set risk and not get caught daydreaming. The key to being a successful long-term investor will depend on your ability to construct a portfolio that minimizes volatility by finding opportunities and partners with the expertise to h...
2017 2nd Quarter Economic Report: Know your numbers
Tuesday, June 13
History has proven to be the greatest “prognosticator” of future events and we rely on it a great deal to help shape the future of our business. It fascinates me how many investors are unaware of the many facets of the market cycle and that to all too many investors and financial analysts, The G...
2016 Year End Economic Report
Thursday, January 05
History repeats itself, especially our economic history. Did you know our first "crash" dates back to the early 1800"s? Did you know that they have occurred almost every 20 years? Did you now that many of the reasons for those collapses were the same each time? The savvy investor is aware that hi...
Quarterly Economic Report
Friday, August 12
If your business is one dimensional you are destined for failure and the savvy investor will be there to capitalize on your failures. Understand market cycles and the strategies best used within them, that is where success starts. Remember, you can read all the blogs & books, go to all the ...
LIFE'S EXIT STRATEGY
Sunday, May 01
My mother passed away during the Holiday season, and even in death she showed just how much she cared about her children. Thanks to the prodding of my wonderful sisters, she put in to place a medical power of attorney, put her home into a Trust, and financial matters in order. That may not soun...
2016 First Quarter Economic Report
Friday, February 05
Each Quarter our staff economist monitors the global landscape, providing us with the information we need to make the most responsible decisions to create, grow and protect the wealth of our clients and our business. Reviewing current conditions, market forecasts, and comparing to similar periods...