Category Archives: Miscellaneous Thoughts

When Better is Worse

Just over a week ago… I got a text and email from American Express asking [...]

How Did I Miss That?

The other day I was pondering on what the economy and market may do in [...]

Make 2020 A Great Year

We are halfway through the year, and already people say “good riddance” to 2020. This [...]

Is “Do Nothing” Just Lazy Advice?

We are coming off of some pretty significant moves in the stock market. The market [...]

I’m Crying for You Argentina

Yesterday, the Argentine stock market, known as the S&P Merval Index, lost over 48% in [...]

Our Lives Would Be Better Without Twitter

The virtue of technology is its capability to improve our lives. It can make things [...]

The Virtue of Note Taking

The other week I spoke at a major broker/dealer conference. I flew in the day [...]

Just How Strong is the Global Economy?

Much of what I do, both professionally and personally, is guided by, “By their fruits [...]

We Are Such a Divided Nation – Thanks Facebook

It wasn’t too long ago that we could have an election or State of the [...]

Why We Own What We Own

The beginning of the year is an opportune time to review the investments our clients [...]