Uncertainty is the theme of the moment, but you can be certain that we are watching your investments closely and are available for you.  We are maintaining normal business hours while following the CDC's recommendation to socially distance by working from home. ...

You have probably seen some alarming reports about the coronavirus sickening thousands and spreading from China. Many clients have expressed concern about their portfolios. We feel terribly for those impacted by the virus and are closely monitoring the situation;...

A few weeks ago, I wrote an article titled, "Life and the Stock Market." Then point I wanted to get across is that both life and the stock market are unpredictable. At the time of my last article, the stock market was at or near an all time high. Today, we are dealing...

Life and the Stock Market Both life and the stock market can be unpredictable.  Sometimes it seems like everything is going smoothly and the future looks bright, and then something no one could predict happens.  As of today, the markets are...

At the end of 2018 the market was in turmoil. The stock market was down over 19 percent by December 24th from the market highs and there was no end in sight. How did you react to seeing your portfolio shrink? If you felt sick to your stomach and wanted to sell...

Did you prepare for Hurricane Dorian? I sure did. I spent hours putting up shutters and bringing anything that could move. I did so because the weather forecasters said our Treasure Coast was going to be hit...

How often do you look at your portfolio? We have some clients who look at it everyday and others that only check it quarterly.  Volatile markets tend to make people a little more nervous about how their investments are performing, and we believe it causes...

Is the recent pull back in the market a normal correction or the start of a “Bear Market� This is a question on the minds of many investors today. Only time will tell, but from the information at hand it does seem to me like a normal...