Is Now the Best time To Sell?

The market kicked off in 2013 with a major uptick and it wasn’t until late May that we really saw… Read More

Performance in a Rising Rate Environment

With all the fluctuations associated with the markets over the past few weeks, we wanted to address this. This is… Read More

The Market Goes Up, Up, Up

The Dow has continually had its uptick, reaching a record high of 15,000. And every week, as the markets move… Read More

The Capital Source – Second Quarter 2013

Each quarter, our Investment Committee sends out a newsletter to clients with topics of interest to the investment community. Our… Read More

IRA Contribution Limits

Here’s our quick reminder about IRA Contribution Limits for 2013: IRA Age 49 and below: $5,500 Age 50 and above:… Read More

Our Quarterly Recap

Here’s a quick summary of the markets in our quarterly recap for Q1 2013. What Lies Ahead? The first quarter… Read More

U.S. Investing Outlook

One question we often get from our clients and radio listeners is what markets to invest in from a global… Read More

Be Aware of The Big Easy

The Big Easy.  While at the Barron’s Conference in early March, our team payed close attention to this theme. What… Read More

The Resurgence of Capex Spending

One of the underlying themes for this year is resurgence in capex spending. This would provide markets with a tailwind.… Read More