Blog

A collection of articles, perspectives and hopefully a little humor to help with those tough days in the market and your financial plans. 

Friday, September 4, 2020

Dear New Stage Reader Back to school this year will be different. On the one hand, like other years, it marks the end of summer, the arrival of cooler weather, kids hitting the books again, and Labor Day gatherings. But unlike other...

Friday, August 7, 2020

Dear New Stage Reader, The battle versus COVID-19 continues. The spread in some of the recent hotspots like California and Florida is slowing, while states in the Northeast and Midwest are now experiencing increases in cases. According...

Friday, July 17, 2020

Dear New Stage Reader: We are at the midpoint of 2020, and it would be an understatement to say it’s been a challenging year so far in the United States and around the world. We’ve faced health, social, and economic crises...

Wednesday, July 1, 2020

Dear New Stage Reader The July Fourth holiday will be very different this year. Although it’s a time to enjoy family and friends, and maybe even watch some fireworks, social distancing and a new wave of COVID-19 cases also may...

Thursday, June 4, 2020

Dear Valued Investor: As we look ahead to the summer months, we can’t help but think what a challenging year it’s been so far. At the same time, we’re encouraged by the resiliency and accelerated innovation among US...

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Thursday, May 21, 2020

Dear Valued Investor: “Never confuse a single defeat with a final defeat.” — F. Scott Fitzgerald The economic struggles in our country are among the worst we’ve ever seen. In April, a record 20 million people...

Monday, May 11, 2020

Dear Valued Investor: Investors like labels for the economy and financial markets—many of them with the word “great” in them. The Great Depression. The Great Recession. The Great Lockdown. Well, we’ve moved into...

Wednesday, April 22, 2020

Dear Valued Investor, “Life is 10% what happens to you and 90% how you respond to it.” — Lou Holtz, Hall of Fame football coach As the battle against the COVID-19 pandemic continues, how we respond to it will...

Friday, April 10, 2020

Dear Valued Investor: These are challenging times, and this week may be the toughest as we wait for COVID-19 to reach its peak in the United States. As the war against COVID-19 wages on, we continue to be inspired by the tremendous...