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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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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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
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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…
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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.
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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…
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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
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08/12/20
Q2 2020 Market Update
Quarterly Market Recap
· Election Fears
· Market Fragmentation
· Top Client Questions and Answers
The second quarter saw a large rebou
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06/27/20
Independence Day – Divine Preservation
Independence Day is approaching us, which means I get to share stories about our founding fathers that I believe most Americans have…
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