11/07/19Largest Company in the World Going PublicCan 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 companiesRead More
09/03/19Fishing & InvestingA 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, especiallyRead More
08/15/19Real 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 forRead More
06/25/19Independence Day – Founding FrenemiesOne 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,Read More
03/25/19Recognizing the Reasons for SuccessA 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.Read More
11/20/18The Uses and Goals of MoneyEarlier this year, we started working with a new outside strategic advisor, Josh Rochon. Josh works as an Advisor for Fourth Dimension Financial in Perrysburg, OH and utilizes Evergreen WealthRead More
11/02/18What Would a “Blue Wave” Election Mean for Investments?When times of uncertainty enter the market it is vital to remember that the fundamental value of a stock is based on future cash flow…that is profit, discounted to presentRead More
10/12/18The Market Seems Angry; How Are You Feeling?And just like that, we’re wondering if it’s finally here. We’ve been talking about the next big market decline for so long now, it’s begun to feel like crying wolf.Read More
10/04/18How Do You Measure SuccessOne of the key questions we ask clients before investing is, “how will you measure success”? The answer to this question helps create a powerful decision-making map and review processRead More