Greetings: The outbreak of the coronavirus known as COVID-19 hasn’t just required attention to financial market volatility; it has also required that we think about and adapt to the way we conduct business. Operations First, it is important for you to know that we are open and conducting business.  You may be aware that the […]

Greetings: The 12% drop in US stock prices (and somewhat less overseas) from the peak last week to yesterday’s close has probably grabbed your attention.  So, we’re writing to give you a summary of our perspective amid the heightened pitch of news. Steep declines from shocking developments are a known feature of investing as markets […]

The latest massive data breach at Equifax demonstrates the need to be vigilant about keeping your accounts secure, something that we’ve advised about from time to time.  If you’ve already locked your credit, the Equifax breach, as disheartening as it seems, should be significantly less threatening than for those who are unprepared.  If you would […]