Featured image for “Understanding Risk”
06/28/22

Understanding Risk

As we continue to tread in choppy waters, we embrace the concept that lower prices benefit net savers long term. Buying more of something while it’s on sale can be
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Featured image for “Q1 2022 Market Update #3”
05/04/22

Q1 2022 Market Update #3

During the first quarter, 2022 the Wilshire 5000 declined -5.89%(Wilshire 5000 return from 12-31-2021 to 3-31-2022). Over the same…

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Featured image for “Q1 2022 Market Update”
05/04/22

Q1 2022 Market Update

During the first quarter, 2022 the Wilshire 5000 declined -5.89%(Wilshire 5000 return from 12-31-2021 to 3-31-2022). Over the same…

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Featured image for “Inflation is Here – Now What?”
04/15/22

Inflation is Here – Now What?

Inflation is clearly a major problem in our country now. Our current inflation rate is 7.9% compared to 1.81% in 2019. How did we get here a

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02/23/22

2021 Annual Letter

The year 2021 was generally strong for investments, financial plans, and our business. Despite headwinds such as inflation, supply chain iss

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Featured image for “Q3 2021 Market Update”
10/28/21

Q3 2021 Market Update

Q3 was a bit of a pause on the yearly growth, but markets again roared back to all-time highs in October. This year has continued solid retu

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Featured image for “Constitution Day – We are not a Democracy”
09/17/21

Constitution Day – We are not a Democracy

Over the years I have been writing an Independence Day article to remind us of the sacrifice our founding fathers made. In the article I…

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Featured image for “Q2 2021 Market Update”
08/02/21

Q2 2021 Market Update

In Q2 2021 the Wilshire 5000 Total Return index gained 8.05%, the All-Country World Index gained 7.11%, and the Barclays Aggregate Bond…

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Featured image for “Etsy (ETSY) Scratch Notes”
07/30/21

Etsy (ETSY) Scratch Notes

Etsy is the global marketplace for unique and creative goods. We connect millions of buyers and sellers from nearly every country around…

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