Instructions to retrieve 2021 Tax Documents are found under Resource Center – Tax Forms.

First quarter 2013 Commentary

“October. This is one of the peculiarly dangerous months to speculate in stocks. The others are July, January, September, April, November, May, March, June, December, August, and February.” Mark Twain Notoriously Awful Investor Here in the first quarter of 2013, we are witnessing a federal government tangled up trying to deal with the competing vices

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“What Could Happen Next” – Market Commentary October 2012

Whether a corporate CEO, professional sports coach, or even just a parent, much of the time spent in private tends to focus on “what could go wrong” and identifying preventive measures. Investors are no different. In the past thirteen years, two historic market declines of greater than 45% blindsided investors. Investors are justified to consider

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