Worth Considering

“Worth Considering” is an email communication that we send to keep you informed.

Long Awaited Rotation

The Flyover: In the last edition of Worth Considering, I discussed the phenomenon of “The Magnificent Seven”. This edition will provide an upd

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Christmas Edition 2023

As we’ve done for many years around the Christmas Season, we are re-issuing the provocative message sent out by the folks at First Trust as well as

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The Transition to Schwab

Please note that this notice only applies to clients on our TD Ameritrade Platform. If you don’t have an account at TD then feel free to disregard

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A Purposeful Pause

The Flyover: Things are rarely ‘new’ in this world and that includes this latest rendition of “The Magnificent Seven”.  The good news

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