Newsletters

August 28, 2020

August 28, 2020 As we near September the major equity indexes are at or near all-time highs. It is incredible to think that we shut

June 15th, 2020

June 15, 2020 As we approach the halfway mark of 2020 one is sure to wonder what in the world is going on.  As living

May 4th, 2020

May 4, 2020 “Life is 10% what happens to you and 90% how you respond to it.” Lou Holtz, Hall of Fame football coach  

April 20, 2020

April 20, 2020 The stock market high for the Dow Industrials index was on February 19th at 29,551.  The low point was on March 23rd

April 2020

April 2020 In observance of Arizona’s Governor Doug Ducey’s executive order we are no longer conducting in-office-meetings.  However, we will be in the office to

March 26th, 2020: Further Virus Update

March 26, 2020: Further Virus Update The world continues its battle to contain the COVID-19 pandemic, which now has likely impacted, either directly or indirectly,

March 18th, 2020

March 18, 2020 We are prepared and ready to help – As the situation with coronavirus (COVID-19) continues to develop, our entire team is ready

February 2020

February 2020 The global spread of the coronavirus has triggered a sell-off in our equity markets.  Indeed, it is not unreasonable to conclude that the

January 2020

January 2020 2019 was a good year for domestic equities, and January continues the trend.  Our economy remains strong and we do not expect a

August 2019

August 2019 Well, it is summertime and the equity markets are acting like . . . the equity markets! Some of the blame for recent

June 2019

June 2019 The equity markets are heating up and heading towards newer highs as the US economy continues this growth expansion, in spite of the

May 2019

May 2019 Summer is upon us and we hope you have fun plans! We had a great time at the Spring Picnic and were very

April 2019

April 2019 Following a disappointing 4th quarter in 2018 in which the S&P500 Index fell nearly 20%, the first quarter of 2019 is much improved

February 2019

February 2019 It appears that the market lows on December 24th were indeed the bottom, marking the end of the Bear market that began after

December 2018

December 2018 Equity markets have displayed extreme volatility in recent months, but we believe the worst is over. On Monday, December 24th the S&P 500 index

Market Volatility 2018

Market Volatility 2018 After more than 18 months of rising markets, we’ve started to see a decline, with large sell-offs and heightened volatility in recent

November 2018

November 2018 Volatility in the equity markets continues as we near the midterm elections. We believe the volatility is largely a result of uncertainty regarding

October 2018

October 2018 The recent declines in equity markets have been attributed to rising interest rates by many pundits and our media in general.  We believe,

September 2018

September 2018 It’s hard to believe that Fall is just around the corner but here it is.  The U.S. economy is rocketing forward with over

July 2018

July 2018 Welcome back to volatility. The reason we say “welcome back” is because we haven’t seen much in recent years and appear to be

May 2018

May 2018 The markets have lifted out of correction territory and seem to be back on the rise. We won’t be out of the woods

March 2018

March 2018 If you have been watching the news you may think the world is coming to an end. Is everything spinning out of control:

February 2018

February 2018 Last week the Dow Jones Industrial Average interrupted its strong run, and thus far is within the fluctuation realm when considered on a

January 18, 2018

January 18, 2018 We hope this letter finds you well.  The transition from NPC to LPL has been a bit bumpy to say the least. 

January 1, 2018

January 1, 2018 Happy New Year!  2017 was an impressive year for investors both foreign and domestic. We are optimistic that 2018 will be prosperous