In The Loop
In the Loop – January 23, 2026
There’s a constant barrage of headlines and political theater right now, and it’s translating into choppier markets. Unfortunately, I do
In the Loop – December 19, 2025
The first news article I read Monday morning was titled, “Berkshire Hathaway’s Todd Combs, Investment Lieutenant to Warren Buffet and GE
In the Loop – November 14, 2025
Spending Veteran’s Day at the New York Stock Exchange supporting our friends at Academy Securities during the Closing Bell ceremony was a
In the Loop – October 24, 2025
It is hard to imagine that with the S&P500 close to all-time highs that we are just now entering the historically best months for the market
In the Loop – September 12, 2025
Markets finished the week on an encouraging note as investors gained confidence in both the economic outlook and the strength of corporate e
In the Loop – August 15, 2025
“In the short run, the market is a voting machine, but in the long run, it is a weighing machine”. This quote is most often attributed t
In the Loop – July 18, 2025
With The S&P500, Dow Jones Industrial Average and the Nasdaq 100 bumping up on All-Time highs, many of us are asking ourselves the same ques
In the Loop – June 20, 2025
Even though it was a shorten trading week with the markets closed for Juneteenth, there still was plenty of market moving headlines to cover
In the Loop – May 23, 2025
We cruised through last week with hopes that the meetings with China in Switzerland about tariffs were promising and this would reduce the o
In the Loop – April 18, 2025
Markets are facing growing uncertainty as trade tensions, tariff concerns, and central bank signals weigh on investor sentiment. Estimating
In the Loop – March 14, 2025
Wednesday’s CPI report was unequivocally good news, reinforcing our view that slowing growth helps cool inflation. Meanwhile, with the S&P
In the Loop – February 21, 2025
Starting today, every Friday we will send out a short update reflecting major developments, earnings, and investment trends across some of o
Curious to learn more?
Let's connect.
We’d love to talk. Let us know how we can help and a member of our team will help get you started.
Connect
About Us
Our team has amassed more than 75 years of collective experience, yet we are all in the prime of our careers and young enough to serve as your lifelong advisors.
Our group sees itself as a family – and that is reflected in our interactions not only with one another, but with you. While one of us may take the lead on a client-advisor relationship, you will receive the benefit of each team member’s experience as we manage your financial affairs.
We are proud of and invested in our city of Vero Beach, but serve clients across the country. Our financial expertise, values and commitment to the long term truly have national appeal.