Summary of Market Performance First Quarter Ended March 31, 2021 U.S. Equity Investment Environment Supported by momentum in COVID-19 vaccinations, aggressive monetary and fiscal policies and expectations for a strong economic recovery, stocks moved higher in the first quarter. In a dramatic reversal of last year’s outperformance by mega-cap growth stocks, the first quarter’s leaders […]

All of your life, everyone has advised you to save your money – as much as you possibly could! It started when you were little with just a piggy bank and some coins. Later, those savings became the source of your income during retirement with IRAs, 401(k)s, interest-bearing savings accounts, and stock market investments.  But […]

Is your elderly parent giving money away? Whether Facebook fraud, a scam, identity theft, gaslighting, or hacking into accounts, 9 out of 10 Americans have been victims in one way or another according to a survey conducted in 2019 by OnePoll.  Your elderly parents and grandparents may not be able to recognize a scam. “Someone […]