Published quarterly, our “Investment Commentary” provides an overview of the economy and the financial markets, provided by our investment committee. Common topics of discussion include monetary and fiscal policy updates, sector performance, investor sentiment, and interest rates.

  • 2016
  • “Stocks rally on Trump victory”
  • 2016
  • “S&P 500 Dominance Ending?”
  • 2016
  • “It's All About Earnings”
  • 2016
  • “Participation Rate Rebound”


In addition to quarterly commentary, we provide our clients with ongoing updates and financial planning tips via our e-mail updates and letters.

  • Sample E-mail Update
  • Sample Invoice Letter