Be a Trend-Follower, Not a Trend-Fighter

This past week, I’ve been in the San Francisco area for a conference that Donna and I extended and turned into a vacation.  As in the case of all our trips, I get up early in the morning before the sun comes up and start poring over several charts; from big-picture...

The State of the Market Address

I’ll be honest… I didn’t even turn on the State of the Union Address. I had a couple friends text me about it as it was going on, and I let them know I was instead watching The Punisher series and Impractical Jokers with Donna. I think my choice of viewing pleasure...

Don’t Fight the Trend

“Don’t Fight the Trend” By: Adam D. Koos, CFP® President / Portfolio Manager Not just ANY trend, but “The Primary Trend.”  This is from Charles Dow’s first lesson on the first day of class in Investing 101.  Would you paddle a boat upstream?  Would you bake cookies...

Tiffany Lawrence

Administrative Assistant Tiffany grew up in Grove City and lives there with her husband, Evan, and their infant son, Tanner.  She enjoys spending time with her family; activities like fishing, visiting the Zoo and Cosi, and family game nights.  Her family also enjoys...