February 2022 Newsletter

New Businesses May Be Good News for the Economy After taking a nosedive at the start of the pandemic recession, business applications rose sharply, peaking in July 2020. More Details When Two Goals Collide: Balancing College and Retirement Preparations Consider these...

Client Letter | New Beginnings in 2022 | January 6, 2022

Dear Valued Investor: With the New Year comes new beginnings, new goals, new challenges, new friendships, and new opportunities. 2021 was an incredible year for the economy and investors, but to us the future remains bright for 2022 and beyond. Let’s take a look back...

Global Portfolio Strategy | January 3, 2022

Key changes from December’s report: Upgraded growth to neutral, downgraded value to neutral Upgraded large caps to neutral, downgraded small and mid caps to neutral Upgraded healthcare to neutral, downgraded industrials to neutral Stocks rose slightly in December, as...