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…
Read More
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…
Read More
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…
Read More
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.
Read More
05/06/21
Q1 2021 Market Update
The past 5 years have offered tremendous returns in the stock market while also maintaining inflation-like returns in the general bond marke
Read More
03/22/21
The Science of Hitting – Circle of Competence
We recently witnessed Tom Brady win his 7th super bowl, furthering the notion that he is the greatest of all time (GOAT) of the NFL. The…
Read More
02/03/21
2020 Annual Letter
I’m happy to share with you that, like our clients, our business had a very good year in spite of the many challenging headlines.
Read More
11/06/20
Q3 2020 Market Update
Quarterly Market Recap The third quarter continued this year’s rebound with the Wilshire 5000 index gaining 9.01% from the timeframe of…
Read More
10/01/20
What does the upcoming election mean for investments?
It’s that time again; election time. We’ve received a good deal of questions from families regarding the possible fallout from the upcoming
Read More