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"The most important quality for an investor is temperament, not intellect. You need a temperament that neither derives great pleasure from being with the crowd or against the crowd." - Warren Buffet

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Williamston, Michigan & Perrysburg, Ohio


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...

July 31, 2019


  • Strong market price growth in both stocks and bonds

  • Reversal of Fed stance on interest rates causing rate declines and a market rally

  • Continued trade tension between China and the US

  • ...

June 25, 2019

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, they put together what would become...

May 28, 2019

In a car game of chicken, only 2 possible outcomes exist.  Either someone gives up and swerves away in time to avoid the crash OR the cars crash.  The US and China are engaged in a very dangerous game of chicken…...

May 10, 2019

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 declines and pushing accounts back to all-...

March 25, 2019

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. I said, “For the most part, they are meaningless.” 

I think the...

March 7, 2019

2018 Year End Review and Forward Outlook

After all the ups and downs of 2018, the US Stock market, as represented by the Wilshire 5000 index, ended the year down -7.13%.   Less risky bonds, as represented by the B...

January 8, 2019

The end of 2018 has not been pleasant for investors. Fears of weakening global economy, trade issues and rising rates have lead stock markets around the world to nosedive. The S&P 500 index has dropped near -19.8...

November 20, 2018

Earlier 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 Wealth Management for hel...

November 19, 2018

Let me apologize for the delay in this quarterly update.  With the elections, interest rate and trade announcements that were coming, I decided to drag my feet and release a Q3 and more update that I believe woul...

November 2, 2018

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 present value. Therefore, the stock market is si...

October 12, 2018

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. Ten years removed from the last recession, we’r...