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 […]
A Show About Nothing View More »
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 »
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
The January Barometer View More »
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
Is Social Security Going Broke? View More »
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
2024 Annual Client Letter View More »
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,
2023 Midyear Client Letter View More »
Changing Lanes: “Balanced” Portfolios
Picture that you are driving on the highway but stuck in bumper-to-bumper traffic. As you crawl along, you notice that the adjacent lane
Changing Lanes: “Balanced” Portfolios View More »
The Debt Ceiling
The story is always the same: we hear that Social Security checks might not go out and how government services will imminently shut