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 “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 “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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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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Featured image for “Independence Day – Slavery and the Original Declaration of Independence”
07/07/21

Independence Day – Slavery and the Original Declaration of Independence

Thomas Jefferson wrote language into the original Declaration of Independence that had to be taken out in order to receive a unanimous vote.

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