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16 min read

Large Cap Stocks Advance Despite Delta, Drought & Evictions

As we reach the midpoint of summer, the nation is only about 50% vaccinated; the Delta variant is disturbing and mask mandates continue to be an issue as children in the South return to school. Drought conditions are affecting the West and Midwest...

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Market Update - 6 Key Items & Observations

Click below for a Market Update with Joe Maas. Covering topics such as inflation, interest rates, corporate endings, the fed, the US 10 year treasury...

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14 min read

Halfway through 2021

This year’s July 4th holiday finds the nation at the halfway point of the year with Q2 behind us and approximately 46.4% of the population vaccinated...

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5 min read

Portfolio Manager's Quarterly Commentary for Q2

The second quarter under the Biden administration saw the economy continue to recover as vaccination rates continue toward an aspirational rate of...

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19 min read

May's Flowers Didn't Disappoint

As the nation reflects on the sacrifices made by our servicemen and women this Memorial Day, and as Q2 enters its third and final month with spring...

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13 min read

Bridges, Broadband, Roads & Corporate Tax Rates

The U.S. economy continued to expand during April as commerce increased and more individuals could return to work. Approximately 29% of all Americans...

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Market Update - What's Moving The Market

Click below for a Market Update with Joe Maas. Covering topics such as inflation, interest rates, corporate endings, the fed, the US 10 year treasury...

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10 min read

10 Year Treasuries & Domestic Markets Improve

March activity resulted in a consecutive monthly improvement for domestic market indices as the Dow Jones Industrial Average and its junior, the S&P...

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10 min read

One Year Later, Economies Slowly Begin to Reopen

Overall, February was a very positive month for the markets as all the major domestic indices climbed higher, even though the 10-year Treasury’s...

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3 min read

Difference Between Capital Gains & Dividends

Not all returns are created equal, especially in the eyes of the government. While you may think a 10% return is the same regardless of whether it is...

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