Books are life! Books are Knowledge! Books are growth! Internet is for the meek. I kid. But I did think it would be fun to start listing...

Hello everyone, I'm excited to share that February surpassed all expectations. The current environment is supported by several vital...

Dear Client, Happy February! I hope you're having a wonderful start to the year. It's always exciting to see a strong equity performance...

I recognize these are incredibly frustrating times. We had a brutal 3rd quarter! Pressured by several external forces that,...

Dear Friends Thirteen years ago, I began a quest to find the best financial research available in my field and use it to better serve all...

Hello everyone! I hate to say this, but we are returning to the days of high rates for a sustained period. The average person will say...

Hello everyone, This three-part email discusses the following: How to perfect your FICO score to get the best mortgage rate possible...

That's right! No recession, no disaster, no apocalypse, no government intervention. At least not yet….. IT'S ALL DUE TO ARTIFICIAL...

This is it. The last Fed rate hike. The last time you hear about inflation on the news—no more debt default nonsense. We are going to...

May 22nd 2023 This is the email to which I want you to pay the most attention. A bond ladder is the most crucial idea I can give anyone...

The last Fed rate hike. The last time you hear about inflation on the news—no more debt default nonsense. We are going to move on! I want...

From March 2020 to March 2023, the Dollar has been the undisputed king of currencies, and that needs to change for us to make progress....

May 2023 It's rare when you spend Seven trillion dollars in three years (2020 Covid) and stare at economic contraction. Who cares about...

Dear Friends, 2023 is loaded with opportunities for all investors. Whether you are growing assets or in retirement and preservation mode,...

About two weeks ago in Mount Pleasant, I was waiting for a friend to come out of her business to meet Oberon, our new Corgi puppy and...

Dear friends, A consistent narrative that I recognize while working with people's money is that we all have, naturally, a clear goal....

Hello Everyone There is something that needs to be differentiated. We are not investing in a structural recession at this time. We are...

May 26th 2022 Momentum for investors is Shifting. I am pleased to announce that there is a glimmer of hope waiting around the corner. In...

May 26th 2022 Momentum for investors is Shifting. I am pleased to announce that there is a glimmer of hope waiting around the corner. In...

Dear Client, The last several emails have covered many concerns, strategies, and ideas. It would be prudent for us to meet and go over...