Latest Blog Posts
Market Commentary: Savers now have more choices
April 17, 2024 - Renee FloroFollowing years of low interest rates, bonds are once again becoming more attractive investments as interest rates rise.
Read moreLessons Learned: Now is the time to plan for future wealth transfer
March 6, 2024 - Renee FloroPlanning for the future can be a complex and, at times, uncomfortable process. But investing the time and effort now to create a solid plan and communicate it to your loved ones can pay dividends for years to come.
Read moreMarket Commentary: Hope is not an investment strategy
January 23, 2024 - Renee FloroAs 2023 came to a close, many economic forecasts proved incorrect. Moving into 2024, we will continue to seek out long term opportunities based on solid business fundamentals.
Read moreMarket Commentary: Higher Long-Term Interest Rates May Present New Opportunities
October 16, 2023 - Renee FloroThis year's rise in long-term interest rates is pushing longer term borrowing costs higher. However, we believe income-oriented investors will find new opportunities in long-term bonds, while strong businesses continue to increase dividends.
Read moreLessons Learned: Some of life's similarities
August 23, 2023 - Renee FloroReflecting on how a farm-to-table experience in Italy mirrors our team's approach to wealth management
Read moreMeeting Charlie Munger
May 12, 2023 - Renee FloroCocktails with Charlie Munger were the highlight of this year's trip to the Berkshire Hathaway Annual Meeting.
Read moreMarket Commentary: What caused the recent bank failures?
April 21, 2023 - Renee FloroWhile the recent bank failures may have alarmed investors, we believe they were caused by circumstances unique to those particular banks, and do not suggest a wider financial crisis on the horizon.
Read moreMarket Commentary: Increasing interest rates translate to higher borrowing costs
February 8, 2023 - Renee FloroSteadily rising interest rates have made borrowing more expensive. Those with high levels of debt may find themselves with less to invest for the future.
Read moreMarket Commentary: Rising Interest Rates Create Volatility and Opportunity
October 3, 2022 - Renee FloroThe Federal Reserve's recent action of raising interest rates to help curb inflation has created volatility in the markets, generating opportunities in the equity market and making bond investments more attractive
Read moreMarket Commentary: Focus on Rising Dividends for Long Term Success
August 10, 2022 - Renee FloroStock price fluctuations are inevitable, but consistent dividend increases will reward the patient and disciplined investor over the long term.
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