April 2021 Update

We review the managed portfolios and new names we have added. We also touch on why you wouldn't want to own the 10 best stocks in the last 20 years....

Read more

March 2021 Update

We touch on Yields in the market, sharing the Equity and Fixed Income Strategy from the Portfolio Advisory Team, as well, we have a new team member to introduce!...

Read more

February 2021 Update

The monthly S&P500 chart formed a bear bar in January. Although it did not close on its low, it is still a sell signal bar. This reversal is coming at the top of a 10-year bull channel......

Read more

2020: A Year In Review

Read more