
11/07/19
Can you think of who is the largest company in the world? Most investors have a general understanding of who they are. As of this writing, the most valuable companies
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10/31/19
Q3 2019 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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09/03/19
Fishing & Investing
A couple of weeks ago my family and I went on our annual vacation to my families cabin in Canada. It is by far my favorite place to be, especially
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08/15/19
Real Risk 101
‘Real Risk’ to us takes two basic forms: The RISK of permanent loss of capital The RISK of inadequate return relative to your planning needs If you invest money for
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07/31/19
Q2 2019 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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06/25/19
Independence Day – Founding Frenemies
One of my favorite topics to research, learn, and talk about is the founding of the United States of America. I have the highest respect for our founding fathers. Collectively,
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05/28/19
Trade War – A Game of Chicken
Trade War – A Game of Chicken In a car game of chicken, only 2 possible outcomes exist. Either someone gives up and swerves away in time to avoid the
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05/10/19
Q1 2019 Market Update & Vision Recap
Wow! What a run the market has been on recently. As of today (4/26/19), the Wilshire 5000 has increased +17.17% for the year, completing a rebound from the 4th quarter
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03/25/19
Recognizing the Reasons for Success
A client recently asked me how I felt about a top 10 mutual fund list, which shows the top performing mutual funds from a 1, 3, 5 or 10-year periods.
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