Market Perspective

While the global and economic headlines scream volatility, the market has actually been fairly calm. The S&P 500 is still trading well within its bull market rally channel. In other words, the recent drop has been very normal, and what one would expect, without...

Investment Update

Our largest investment strategy based on assets under management is our Dividend and Growth Plus strategy. I combine for our clients stocks that pay a modest but increasing dividend with stocks that have a high dividend yield, but less likely prospects to raise the...