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Newsletter2018-03-28T14:29:12-05:00

November 2020 – Newsletter

November Market Commentary The “Santa Claus” rally came early this year with stocks posting low double-digit returns in November. Positive news on the COVID-19 vaccine front, coupled with a likely divided [...]

December 18th, 2020|

November 2020 – Charitable Giving

Dean Johns, CPA, CFP® discusses a few ways to efficiently make year-end charitable contributions. See the video here, or visit our YouTube channel for more video content [...]

November 20th, 2020|

October 2020 – Newsletter

October Market Commentary (This commentary was written prior to the November 3rd elections) October 2020 lived up to its history of being the most volatile month of the year for stocks. [...]

November 5th, 2020|

September 2020 – Newsletter

September Market Commentary There was very little to cheer about in September, as stocks posted moderate losses after a strong rally in the stock market since the March 2020 lows. Admittedly, [...]

October 12th, 2020|
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