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January 1, 2018

Happy New Year!  2017 was an impressive year for investors both foreign and domestic. We are optimistic that 2018 will be prosperous as well.  Our economy is growing, unemployment is low, and we expect additional growth as wages and Gross Domestic Product (GDP) are spurred by the historic tax overhaul. In short, we see no signs of any recession in the near future. Of course, Bull Markets don’t last forever but as Peter Lynch once said, “Far more money has been lost by investors preparing for corrections or trying to anticipate corrections than has been lost in the corrections themselves.”


The LPL transition is moving slowly, so we ask for your patience as we navigate through new technology, forms, and compliance.  If you need help with online access, please ask for Sarah.


If there have been any material changes in your investment objectives or financial conditions, please call or come in to review your accounts and make sure we are all on the same page.


Thank you for your business and referrals and we look forward to a prosperous 2018.