Proprietary Research Archives

With a long history of investment experience that includes many successes as well as mistakes, we know what we don’t know and we don’t pretend to be able to predict the market. However, our years of experience and access to some of the greatest minds on Wall Street enables us to provide helpful insight on market conditions. Below are archived commentaries that our team published for our clients over the past few years.

Market Commentary Archives

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Financial & Planning Ideas You Can Use - Archives

Going Poor ... Slowly - by Ted Ingraham - February 2013
The opportunity cost of not being invested in other market sectors, plus inflation, has made cash the most expensive asset class to hold over the last four years.

Medical Tourism Destinations
- December 2013
Medical tourism is a booming business. Here are the eight countries American visit most often for medical procedures

Golf Lessons for Investors. - Tips from Brian Vincelette- June 2013
As a former Professional Golf Association Teaching Professional and a locally recognized golfer, Financial Advisor Brian Vincelette identifies similarities between how individuals learn and play golf and investment management.

American Taxpayer Relief Act 2012 - March 2013
What changed? What didn't? What the Act means to you.

2012: Year of the Gift -
By Aaron Kroll - December 2012
Gift Giving Laws May Soon Change - laws are expected to be less favorable after this year.