Shane Fleury, CFA

March 26, 2018

Market Notes

Shane Fleury, CFA

March 26, 2018

Turns out Friday was a tough day for the markets, too.

Shane Fleury, CFA

March 23, 2018

Market Notes from the CIO

Shane Fleury, CFA

March 23, 2018

Yesterday was a tough day in the stock markets. The DOW finished down 724 points, almost 3% for the day. The other indexes didn’t fare much better.

Shane Fleury, CFA

March 12, 2018

Market Message from the CIO

Shane Fleury, CFA

March 12, 2018

Since the lows in stock indices on February 7th, markets have roared back roughly 8%. Despite the rally, most investors will be opening their first statements showing a monthly loss in quite some time.

Shane Fleury, CFA

February 8, 2018

Has volatility returned to the markets to stay?

Shane Fleury, CFA

February 8, 2018

Has volatility returned to the markets to stay?

Ken Armstrong, CFP®, RICP®, ChFC®, CLU®, CASL®, CLTC

February 7, 2018

Thoughts from the CEO

Ken Armstrong, CFP®, RICP®, ChFC®, CLU®, CASL®, CLTC

February 7, 2018

Why do I do what I do?

Shane Fleury, CFA

January 18, 2018

Uncharted Territory

Shane Fleury, CFA

January 18, 2018

Uncharted Territory

You are here...

Shane Fleury, CFA

December 18, 2017

Market Update

Shane Fleury, CFA

December 18, 2017

What's going on out there?

Shane Fleury, CFA

December 7, 2017

Market Update

Shane Fleury, CFA

December 7, 2017

Whats going on out there?

Shane Fleury, CFA

October 23, 2017

Monday Update

Shane Fleury, CFA

October 23, 2017

The "perfect week", and new highs for crypto...

Shane Fleury, CFA

October 16, 2017

Monday Update

Shane Fleury, CFA

October 16, 2017

Earnings season heats up this week with several notable companies reporting 3rd quarter earnings starting with Netflix after the close today.

Shane Fleury, CFA

October 7, 2017

Butchers vs. Dieticians

Shane Fleury, CFA

October 7, 2017

Shane Fleury, CFA

September 25, 2017

Weekly Commentary

Shane Fleury, CFA

September 25, 2017

Weekly Commentary

The greatest financial expiriment in the history of the world is entering the final stages!

Shane Fleury, CFA

August 28, 2017

Portfolio Holding - Hershey (HSY)

Shane Fleury, CFA

August 28, 2017

Portfolio Holding HSY - Buyback

Shane Fleury, CFA

August 24, 2017

Performance-Based Compensation

Shane Fleury, CFA

August 24, 2017

Don't pay for the same performance twice!

Shane Fleury, CFA

July 11, 2017

Watching SNAP (Snapchat, Inc.) break down.

Shane Fleury, CFA

July 11, 2017

We are keeping our eye on shares of SNAP, which are now trading below their IPO price with downward momentum and room to fall. Shares are down 8% in late-day trading.