4th Quarter 2021 Investment Commentary
We are long-term, goal-oriented, plan-focused investors. We believe that the key to financial success is to continuously act on a specific plan. It has been
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NEW DIGS
Many of you may not be aware that we made a few upgrades around the office this past year. Specifically, we added more meeting rooms,
ENRON – 20 YEARS LATER
Early December marked the 20th anniversary of the largest bankruptcy in US history, Enron. If you turned on the evening news during that event, you
TAPERING – WHAT IS THAT AGAIN?
The Federal Reserve started its reduction of new bond purchases in November. The process, known as “tapering”, is expected to conclude in March. After March,
The Ryder Cup Revisited
Three years ago this month we wrote our first Par 3 email. The very first article reported that the US had been beaten badly in
Proposed new Rules for IRAs and Roth IRAs
New rules are being proposed by the US House that could impact IRA and Roth IRA owners. In what appears to a response to billionaire
Volatility? What Volatility?
On Monday, October 4th US stocks finished the day down by more than one percent. The market was officially off its highs by more than
3rd QUARTER 2021 INVESTMENT COMMENTARY
Business activity gained momentum throughout the year led by industrial production, housing, and healthy consumer spending. This strong growth, as you are keenly aware, has
STOCKS FOR THE LONG RUN
Interesting facts about the S&P 500 Index that we thought you should know: The S&P 500 has closed at new all-time highs 54 times this
