News & Articles


Health. Wealth. Wisdom

May 16, 2024 | Categories: Will’s Touches

We are trying something a bit different for a quarterly news letter that addresses some topics that pertain to most people. Some things may not pertain, others may. We hope you can pick out something that you find useful [...]

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Shamrock Newsletter - May

May 6, 2024 | Categories: Will’s Touches

We headed into the second quarter with cautious optimism. The US equity markets had some significant highs in the first quarter, and April gave some of that back.

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Active vs. Passive Portfolio Management

April 9, 2024 | Categories: Will’s Touches

Active or Passive investing: it can be confusing, even paralyzing, for you to make sense of the rhetoric and to develop a clear, disciplined strategy tailored to your needs.

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