We enjoy educating our clients and others. In addition to quarterly reports discussing economic and market events that affect accounts we manage, we write about broader matters in which we have expertise. We critique imprudent financial products. When asked we provide generic investment counsel to local publications. A civic leader for decades, CEO Tom Byrne often presents innovative commentary on important state-wide issues.
We maintain this online archive and plan on many new posts. We welcome your comments and invite you to share with others. Click the category links below.