April 2014 Thoughts and Insights

by Ashley Preston on

Happy Spring (finally) to all! We would like to start this letter off with the excellent news that Jan has been declared “cancer free” by her team of doctors at KU. She is still weak and tired, but does plan to visit us back at the office as her strength resumes.

We are also pleased that our...

January 2014 Thoughts and Insights

by Ashley Preston on

In keeping with our tradition, we like to begin our first letter of the year by wishing you and your families a healthy and prosperous 2014! We would also like to share the exciting news of Jan’s successful radiation treatment for her brain tumor, and welcome our newest staff member, Erin Jeffrey...

Before beginning our regular quarterly market comments, we’d like to share some news about Jan Gates, our friend, receptionist, and bookkeeper. Early in September, we learned that Jan had two brain tumors. Last week she underwent surgery and the largest tumor was successfully removed. She is now at...

July 2013 Stay the Course

by Ashley Preston on

The volatility of the past 45 days in the market has not been seen or felt since the financial crisis of 2008. Our job is to try to understand what is moving the markets, and do our best to select investments that will help our clients fulfill their long term financial goals. We are also here to...

April 2013 Thoughts and Insights

by Ashley Preston on

Since the beginning of 2013 the equity markets have made some impressive returns. Although it may be exciting and perhaps relieving to see the markets reach new heights, we must remain neutral and remind ourselves to observe and react to the markets with our long term investment goals in view. Our...