What To Plan for 2023
November 26, 2022 Article By Chris Vasquez, ChFC® Artwork by Daisy Lopez, Staff Accountant [...]
President’s Message
October 28, 2022 Article By Thomas Twombly, President Artwork by Daisy Lopez, Staff Accountant I believe that truly investing in anything for the long term, just like the decision [...]
President’s Message
August 26, 2022 Article By Thomas Twombly, President Artwork by Daisy Lopez, Staff Accountant “We walk backwards into the future with our eyes fixed on the past” – Māori [...]
Investment & Economic Views – Pictures worth a thousand words
July 29, 2022 Article By Thomas Twombly, President Artwork by Daisy Lopez, Staff Accountant The first half of 2022 was a disheartening experience for all of us. As the personal Quarterly Review that [...]
What My Leaf Blower, Inflation, and Economic Gyrations Have in Common
July 1, 2022 Article By Thomas Twombly, President Artwork by Daisy Lopez, Staff Accountant It’s no secret that I think people in general are way too fixated on myopic, short-term outlooks. They’re not [...]
President’s Message
May 28, 2022 Article By Thomas Twombly, President Artwork by Daisy Lopez, Staff Accountant We would like to wish you a safe, relaxing Memorial Day weekend, and a wonderful summer to follow. Last year, [...]