• Now What?

    First Quarter Newsletter – 2020 With global stock markets tumbling and an extreme level of uncertainty around the future, human nature is act, to do something, to intercede, to make things better. See newsletter below for rest of article…     Main Article Now What? Stay calm and do nothing. With global stock markets tumbling and an extreme level of […]

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  • Look into the crystal ball

    Five Predictions For 2020

    2020 Predictions The Chinese stock market will outperform Berkshire Hathaway will cut several deals with distressed companies at bargain prices Top line shines, margins suffer for diversified retailers (grocery) The Fed will nationalize an additional $5+ trillion of the national debt Extraordinary government programs to bailout small businesses   With large swaths of the global economy shutdown to combat the […]

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  • The company logos

    Demand in the age of Coronavirus

    The economic shock delivered by the COVID-19 pandemic has been swift and severe for capital markets. In only a few short weeks many market indices are down 30-40% from recent highs. These large declines in stock prices reflect Mr. Market factoring significantly lower corporate earnings in the future (and a large amount of uncertainty). So, the question arises: how will […]

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  • Decade in Review

    U.S. Large Stocks Dominate Investing this past decade has been defined by a long bull market rising from the ashes of the Great Financial Crisis of 2007-2008. The current bull market—defined as a generally increasing stock market without a 20% decline—is now almost 11 years old, the longest in U.S. history. Like other bull markets, the strength of equity returns […]

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  • How the USA will default on the national debt

    Once upon a time, politicians paid lip-service to the idea that our country should operate with some semblance of fiscal responsibility. It’s almost comical to look back at Ross Perot’s presidential runs in 1992 and 1996 when he used flip charts to rally against government debt. Back then the United States had a national debt of $4-5 trillion, about 65% […]

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  • Are Bonds Still A Good Bet?

    Third Quarter Newsletter – 2019 With bond yields near generational lows, it raises the question: is it still worth owning bonds? Given the risk-return offered, are bonds still prudent for long-term investors within a broadly diversified portfolio? See newsletter below for rest of article… Main Article Are Bonds Still a Good Bet? With bond yields near generational lows, it raises […]

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Our Mission

Guide individuals and families on their journey to financial independence and help prepare investors to be savvy in the management of their personal wealth.

  • Fiduciary Financial Advice
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Guide to Successful Investing
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