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Newsletters

Market Commentary: October 2020 – Elections vs. The Market Part Three: Bad Timing

Market Commentary: October 2020 Elections vs. the Market Part Three: Bad Timing By Peter Nielsen, CFA This is the last issue of our three-part series on how presidential elections impact the …

Market Commentary: September 2020 – Elections vs. The Market Part Two: Party On!

Market Commentary: September 2020 Elections vs. the Market Part Two: Party On! By Peter Nielsen, CFA This is the second issue of our three-part series on how presidential elections impact the …

Market Commentary: August 2020 – Elections vs. The Market Part One: The Hoax of the Presidential Cycle

Market Commentary: August 2020 Elections vs. the Market Part One: The Hoax of the Presidential Cycle By Peter Nielsen, CFA In the coming months we will be publishing a three-part series …

Market Commentary: July 2020 – How are stocks being impacted by the coronavirus?

Market Commentary: July 2020 How are stocks being impacted by the coronavirus? By Peter Nielsen, CFA We extend our sincere good wishes and prayers to clients and families who have been …

Market Commentary: June 2020 – First Quarter Earnings Calls Highlight Digitization

Market Commentary: June 2020 First Quarter Earnings Calls Highlight Digitization By Peter Nielsen, CFA Every major event leaves a lingering after-taste. Consider how investment banking changed after the Tech bubble, or …

Newsletter: 1st Quarter, 2019

Newsletter, 1st Quarter 2019   Employee Spotlight: Kylie Felker Meet Kylie our Chief Operating Officer and Chief Compliance Officer. Don’t let the titles fool you, she also loves early-bird dinners, organizational …

Newsletter: 4th Quarter, 2018

Newsletter, 4th Quarter 2018     Employee Spotlight: Paul Foster Paul has always had an affinity for athletics and developing athletes. As a father, he actively encourages his children to try …

Newsletter: 3rd Quarter, 2018

From the Team Robert Coleman CLU, CLTC, CFP, is a seasoned Wealth Management Advisor with an affinity for the outdoors. When Rob is not in the office you will find him spending time …