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 some of the work of expected interest-rate hikes. But as first-quarter earnings reports from U.S. multinationals demonstrate, the … [Read more...]

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 of Linsco and Private Ledger, currently serves over 18,000 financial professionals and 800 institutions with a ranking of #466 on … [Read more...]

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 time. Each correction has its own characteristics and this one is quite the character. Should we blame inflation, rising interest … [Read more...]

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 you, as our client investor, need not expend more than is necessary to feel comfortable that we are working daily making certain … [Read more...]

We are pleased to announce Five Star award winner Susan Linkous’s appearance in The Wall Street Journal and Arizona Republic in a special section for October. Susan was named a Five Star award winner in 2021. This is the 9th consecutive year she has achieved this recognition. By earning this honor, Susan has shown an outstanding commitment to clients. Please look for Susan in The Wall Street Journal and Arizona Republic, and offer your … [Read more...]

a·gil·i·ty: ability to think and understand quickly. … [Read more...]

Hi Everyone, We are being inundated with news about Coronavirus Covid-19 as it relates to our health and to the markets.  As a fiduciary, your interests are my interests. I am watching the news and markets closely. It is important to stay informed and aware of our surroundings.  My daughter is currently in college in the Pacific Northwest at University of Oregon.  Our conversations relate to keeping good hygiene habits, how to travel (since … [Read more...]

A new law was passed on December 20, 2019 and became effective January 1, 2020. SECURE is an acronym for Setting Every Community Up for Retirement Enhancement. The act is designed to help more people save for retirement in accounts likes 401(k)s and other tax-advantaged accounts so they don't outlive their money. Here are some of the changes the SECURE Act plan makes for retirees:  It allows individuals to continue making traditional IRA … [Read more...]