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.

  • 2018
  • “Stocks Turn Back Positive for 2018”
  • 2018
  • “Markets Drop for the First Time in 2 Years”
  • 2017
  • “Stocks go 12 for 12!!”
  • 2017
  • “Sentiment getting a bit frothy”


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