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...

Portfolio Alert

In my last post I said that we were growing increasingly concerned over the deteriorating market since last week’s election. A key area of support historically has been the 200 day moving average (DMA). The DMA is just the average price of a stock or an index for the...