Comments on the U.S. Dollar

One of the areas of volatility that isn’t always the first mentioned and reviewed in headline news is the state of our currency. The dollar is quite strong at present and, in an article in Barron’s, Randall Forsyth summed it up well with “The strong dollar- is helping the Fed’s effort to rein in inflation, doing … [Read More...]

It’s Financial Literacy Month

Numbers & Such By the middle of each week, the top corners of my desks (yes, multiple) are already full of pieces of newspapers, journals and magazines that I’ve clipped or torn out. This week’s contained a variety of numbers and stats that caught my eye. They included: LPL – was founded in 1989 by the merger … Read More...

March Madness & Your Portfolio

As the market downturn at beginning of year continued through February, we began treating it like all other corrections. First, it's important to remember that as abnormal as this may feel, it is actually very common and an important component of how our markets work. We had gone two years without such and now is … Read More...

Mantra 2022: Keep It Efficient, Precise and Goal Achieving

This is our commitment to you for 2022, a year which is likely to be rewarding for investors with efficiently managed portfolios and a focus on efficiency. Goals should be achieved this way. By efficiency, we mean selecting investments with precise and measurable objectives so closely matched to your own goals that … Read More...