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
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
Read More
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…
Read More
05/07/20
Q1 2020 Market Update
Q1 2020 Highlights · Never bet against America · Quarterly Market Recap · Top Client Questions and Answers Thoughts on the United States…
Read More
04/07/20
Cares Act – What you Should Know
I hope this update finds you and your family healthy and taking advantage of the extra family time provided by this historical period we…
Read More