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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Investing
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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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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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
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The January Barometer
“As goes January, so goes the year” is a frequently repeated saying these days. Known as the January Barometer, this saying summarizes the
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Is Social Security Going Broke?
Imagine that you are a passenger on a ship. The captain informs you that you are cruising at 20 miles per hour and
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2024 Annual Client Letter
Just twelve months ago, our annual client letter began with a look back at global markets in 2022. The Dow, the S&P500, and
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2023 Midyear Client Letter
We are even more delighted than usual to report to you at midyear on the events of the last six months. Tom, Frank,
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