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Super Bowl XVIII was played 39 years ago in Tampa Bay and featured the Los Angeles Raiders taking on the […]

On December 23, 2022, Congress passed new legislation that will impact saving for retirement. The legislation known as Secure Act […]

After falling 19.4% in 2022, the S&P 500 Index rallied 6.2% in January 2023. Since 1945, there have been five […]

The University of Michigan’s consumer confidence index has been around for over forty years. As you might guess from its […]

Many of our clients have recently received annual notices of property tax assessments on their homes, and those assessments are […]

The first quarter tested the resilience of financial markets. Numerous economic and geopolitical issues are weighing on investors’ confidence about […]

Retirees receiving Social Security benefits are seeing a significant increase in their January checks. 70 million Americans are getting a […]

The pandemic and government stimulus has been good for states revenue. States collect revenue primarily from sales, income and real […]

The smooth road stocks have been traveling on has recently gotten a lot bumpier. Several issues have surfaced almost simultaneously […]

We are long-term, goal-oriented, plan-focused investors. We believe that the key to financial success is to continuously act on a […]