An Independent Registered Investment Advisory

  • From our May 2021 newsletter: the markets

    Equity markets resumed their march to higher highs despite the recent pullback in growth stocks due to rising interest rate concerns. The 10-year Treasury yield rose to about 1.75%, causing many technology companies and other growth stocks to recede as much as 20% in previous months. The 10-year Treasury has retreated to about 1.6% and growth stocks have since rebounded. First quarter earnings are being reported and they are very strong. Standouts include the technology sector and FAAMA stocks; …

  • From our October 2020 newsletter: Electric Vehicles are coming

    Currently electric vehicles comprise 2% of autos on the road, but all major manufacturers of automobiles and trucks are investing billions of dollars to include electric vehicles in their new lineup of vehicle offerings. Over the next five years at least, they expect electric vehicles sales to increase by 50% a year globally. The problem for electric cars has been their limited range and long battery charging times. Charging the battery at home at 120 volts in your garage can take 50 hours to g…