Insights

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

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

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