Client Letter | Spring Into A Positive Outlook | April 1, 2021

Dear Valued Investor, “The real key to making money in stocks is not to get scared out of them.” Peter Lynch They say April showers bring May flowers. Well, after a lot of showers and storms over the past year, flowers are starting to bloom and things are looking a...

Client Letter | The Return of Normal is Approaching | March 4, 2021

Dear Valued Investor, It’s now been over a year since COVID-19 first hit American shores. While the pandemic has affected everyone to varying degrees, we can all agree that everyone’s life is different today than it was a year ago. It’s difficult to remember what...

Client Letter | Stay The Course | February 4, 2021

Dear Valued Investor, “In the short-term, the market is a popularity contest. In the long-term, the market is a weighing machine.” Warren Buffett 2021 is under way, as our nation and the rest of the world look to begin to put the global pandemic behind us. The path...

Client Letter | 2021 Brings a Fresh Start | January 7, 2021

Dear Valued Investor: Happy New Year! A new year offers a welcomed turn of the calendar and a fresh start. However, it’s difficult to put 2020 completely behind us just yet because the COVID-19 pandemic still presents a significant threat. Healthcare workers continue...