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...

Three major global roadblocks are causing HOT Inflation Inflation: logistical roadblocks, the Covid tolerance policy in China, and War in...

There is very little need for a recap of the last two months. Consistent policy failures and an inability to resolve multiple...

It’s a big deal to freeze the assets of Russia’s Central Bank. It could up-end everything on how we look at world finance going forward....

A significant discovery was made this week. The Federal Reserve just grew up! The Board's 12 voting members residing on Constitutional...

Dear Friends and Family, Today, I was in line at the coffee shop just across the street from our new office, talking to my good friend...

Before I get into the subject of this email, I want to apologize and retract an expression in my last email. I shouldn't have said the...

Good Afternoon Everyone It’s been some time since I last wrote a letter talking about markets - which have been kind of a snore. I...

Before I review the first half of 2021, I encourage everyone to reply to this email with a time and date to review your accounts and...

Before I review the first half of 2021, I encourage everyone to reply to this email with a time and date to review their accounts. In mid...

"Hello, my name is Jerome Powell. I am the Federal Reserve Chairman for the United States and an Inflation Denier." Rest of America:...

Wow! What a rollercoaster first quarter! Two significant themes are fighting for leadership: Reopening (value) and shutdown (growth) The...

Lakian Family History, The story of Colonel Ogle. March 19, 2021 Hello everyone. Last week, Rachel and I visited family and friends in...

Many of you remember that I moved from New York City to Charleston in 2008. The primary reason behind this decision was the high cost of...