McCormick Financial News

February 2021

February 2021

I believe that or country is, as a whole, economically strong and likely to stay that way for a while. From improving jobs and extra cash on hand to declining virus cases, the optimism of Springtime is here! It’s particularly encouraging to see people I care about getting their vaccinations and beginning to visit family and friends again.

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November 2020

November 2020

As of this writing, I haven’t gotten the virus yet (knock on wood, salt over shoulder, etc.), but I know a lot of good people that have. Somedays it feels like a game, other days it feels like a Twilight Zone episode. All days are a lesson in managing risk.

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July 2020

July 2020

After almost 6 months and counting, the pandemic has created a new ‘normal’ for all of us. Mostly, we are doing less – less haircuts, less dinner out, less travel, less group sports, less happy-hours, less seeing friends …. It is having an effect and no one is immune from moments of frustration and pessimism.

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Spring Newsletter 2020

Spring Newsletter 2020

Due to weeks of frequent washings, the skin on the back of my hands looks like paper mache
on a Jackson Pollock Painting! That is pretty much the extent of my personal suffering during
the Pandemic. Thank you to those that are doing the important work to keep us safe!

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February 2020

February 2020

Recently, I was asked by a caller what I believe the most common mistake investors make in their retirement portfolios is? After disclaiming all responsibility for my advice and it’s possible outcome, I replied that I believe many people are not taking enough risk in their retirement portfolios.

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November Newsletter 2019

November Newsletter 2019

Both of our girls ran cross country for the high school this Fall and being a Sportsparent has been a big part of life for Jamey and me. I also coached for the Bozeman Track Club middle school team, which is more my speed.  Read the Full Newsletter.

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August Newsletter 2019

August Newsletter 2019

With time and discipline, you can make good money investing in the stock market. But the
successful families we serve require that our expertise add value in all areas of their
financial house, not just by managing stocks and bonds.

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June Newsletter

June Newsletter

Whether you are climbing Mt Blackmore, Sacajawea, or Triple Tree this summer, the act of arriving at a ‘false summit’ is something that is part of traveling in the hills.  It can be very emotional when you realize that there is yet another hill to climb,...

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April Newsletter 2019

April Newsletter 2019

Happy Springtime!!!  I hope you had a nice break or are about to go on one.  Going on vacation is something everyone needs to do for tons of reasons.  We took a trip to the southern end of the Rockies visiting family, searching for higher temps and no snow...

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