Blog

HOW ABOUT A RAISE?

January 26, 2022

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

THE COFFERS ARE FULL

January 26, 2022

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

JANUARY JITTERS

January 26, 2022

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

4th Quarter 2021 Investment Commentary

January 15, 2022

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

NEW DIGS

December 26, 2021

Many of you may not be aware that we made a few upgrades around the office this past year. Specifically, […]

ENRON – 20 YEARS LATER

December 26, 2021

Early December marked the 20th anniversary of the largest bankruptcy in US history, Enron. If you turned on the evening […]

TAPERING – WHAT IS THAT AGAIN?

December 26, 2021

The Federal Reserve started its reduction of new bond purchases in November. The process, known as “tapering”, is expected to […]

The Ryder Cup Revisited

October 20, 2021

Three years ago this month we wrote our first Par 3 email. The very first article reported that the US […]

Proposed new Rules for IRAs and Roth IRAs

October 20, 2021

New rules are being proposed by the US House that could impact IRA and Roth IRA owners. In what appears […]

Volatility? What Volatility?

October 20, 2021

On Monday, October 4th US stocks finished the day down by more than one percent. The market was officially off […]

3rd QUARTER 2021 INVESTMENT COMMENTARY

October 15, 2021

Business activity gained momentum throughout the year led by industrial production, housing, and healthy consumer spending. This strong growth, as […]

STOCKS FOR THE LONG RUN

September 10, 2021

Interesting facts about the S&P 500 Index that we thought you should know: The S&P 500 has closed at new […]

Scroll to Top