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<b>From the desk of Jim McCarthy, CFP&#174;, ChFC&#174;</b>

From the desk of Jim McCarthy, CFP®, ChFC®

April 2021 Monthly Outlook - Reasonable Man


“The reasonable man adapts himself to the world: the unreasonable one persists in trying to adapt the world to himself.”

The first quarter of 2021 was a positive one for the equity markets, while the fixed income markets saw declines due to a spike in interest rates. Like an ocean, which can look relatively calm on the surface but with significant undercurrents happening below, within the equity market, we saw a sizeable shift from “stay at home” stocks, which drove the market in 2020, into more “opening up” stocks.  The same was true in fixed income, where highly rated government and corporate bonds declined more than lower quality and floating rate bonds.

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<strong>What Does Your Retirement Look Like?</strong>

What Does Your Retirement Look Like?

We understand that each individual faces unique challenges in their financial lives. We take the time to understand your needs and concerns and specialize in crafting a plan tailored to meeting your financial goals and objectives.

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"The investor of today does not profit from yesterday's growth."

- Warren Buffet

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Our Team

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Our Philosophy

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