August 12, 2020

Q2 2020 Highlights

· Quarterly Market Recap

· Election Fears

· Market Fragmentation

· Top Client Questions and Answers

Quarterly Market Recap

The second quarter saw a large rebound from the shutdown lows. The Wilshire...

June 27, 2020

Independence Day is approaching us, which means I get to share stories about our founding fathers that I believe most Americans have either forgotten or never heard of before. 

My past articles:

What Does Freedom M...

May 7, 2020

Q1 2020 Highlights

· Never bet against America

· Quarterly Market Recap

· Top Client Questions and Answers

Thoughts on the United States of America

The American economy is one of the greatest inventions in the history...

April 7, 2020

I hope this update finds you and your family healthy and taking advantage of the extra family time provided by this historical period we find ourselves.  Over the past few weeks, we have seen some major changes i...

April 6, 2020

This article was taken from corporate accountant Julie Young at Simplified Accounting. She has put together a very nice summary piece about the Cares Act and how it relates to our clients.

Reach out to us if you h...

April 1, 2020

Back to the Basics – Principles of Financial Success

When in the midst of any “crisis” it is very important to remember the basics.  Over the past few weeks I have been thinking back over the investment, planning,...

March 18, 2020

Only buy something that you’d be perfectly happy to hold if the market shut down for 10 years

– Warren Buffet

In the prior two market update articles, we discussed the dominos that would need to fall to potenti...

March 10, 2020

The Market: What's Old Is New Again


Wow! What a wild ride the markets have experienced the last few weeks. A jolt like this is startling when markets decide to drop so quickly, but if we choose to take a look at...

February 26, 2020

Virus in the Markets

Unless you live under a rock, you have certainly read or heard about the terrible Corona virus afflicting China and spreading to other areas of the world.  As of today, we see the markets bein...

February 5, 2020

2019 Year-End Review and 2020 Forward Outlook

What a great year for the markets! The US Stock market, as represented by the Wilshire 5000 price index, ended the year up 28.53%(1). Less risky bonds, as represented...

November 7, 2019

Saudi Aramco is in talks about going public. We talk about Saudi Aramcos' business.

October 31, 2019

Looking over the markets during Q3 of 2019. We go over the major topics, what we think about them, and what we expect to happen int he future.

September 3, 2019

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 in late July and early August. The cabin is on an island 15 miles...

August 15, 2019

‘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 the future and need to use the money...