We hope everyone had a wonderful Thanksgiving. As we are getting ready for the holiday season, there have been many headlines about how much the cost of the Thanksgiving and Christmas meals have increased since 2020. According to the American Farm Bureau Federation,...

 As we prepare client portfolios for more volatility and higher interest rates, the question will be is the Fed ready and willing to make that transition?  We believe the unwinding of the emergency monetary policies of 2020 will...

A few weeks ago, the team traveled to California for our first in-person due diligence trip since February 2020. While we have adopted virtual meetings since then, we were eager to get on a plane and sit across the table from other financial professionals. As you...

According to the National Association of Realtors, sales of existing homes were up 7.7% in September and prices were up 13.3% from a year earlier.  However, sales of homes priced at $250,000 or less dropped more than 20% in September, while those in the $250,000...

The S&P 500 had a fast start to the third quarter of 2021 only to be held back by September’s -4.7% return, marking the first monthly drop since January. Despite a poor September, the S&P 500 managed a 0.6% return for the third quarter. Market volatility...