What Las Vegas Can Teach Us About IPOs
What Las Vegas Can Teach Us About IPOs My team and I were in Las Vegas recently for the Raymond James annual conference. […]
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The Power of Saving and the Magic of Compounding
The Power of Saving and the Magic of Compounding One of the most rewarding parts of my profession today is being able to
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The Shield of the Americas: A Path for the Disciplined Investor
The Shield of the Americas: A Path for the Disciplined Investor In my previous memo, I shared an observation from a friend living
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“Sell America”: Why the World’s View of the U.S. Feels Like It’s Changing
A friend living abroad recently emailed me with an observation: after five years in Europe, he’s seen a noticeable shift in how the
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2026 Annual Client Letter
As we begin a new year, we are pleased to report another very successful chapter in our shared pursuit of your most important
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Fear Isn’t a Forecast: Making Sense of Sentiment
Recently, I have been seeing a lot of negative headlines and reading a lot of pessimistic commentaries about the market. A consensus opinion
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You’re Retired. Your Tax Bill Isn’t.
Many people expect their tax rates to drop in retirement—but reality doesn’t always cooperate. Let’s explore why, through the eyes of some fictional
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2025 Midyear Client Letter
It’s our pleasure to report to you on the progress of your financial plan during the rather tumultuous first six months of this
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A Show About Nothing
In recent weeks, I’ve received more questions than usual about “the market” being in a sell-off. Fueled by media headlines, many investors are
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2025 Annual Client Letter
We are happy to report on another very successful year in our shared pursuit of your most cherished lifetime financial goals. Our plan
2025 Annual Client Letter View More »