New Beginnings in 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...

2022 Outlook: Passing the Baton

In 2022, we may be ready for a handoff—or a “Passing of the Baton”— back to a greater emphasis on the individual choices of households and businesses to drive the economic expansion.

Holiday Shopping: Back to Basics

With the holidays here, now is the time to get into the giving spirit and help to change others’ lives for the better. Whether you are looking to make a difference in a specific person’s...