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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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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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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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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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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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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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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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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…