Christmas Newsletter 2024
Every quarter, we send out a newsletter to share thoughts and feelings on various topics around the financial industry. However, the Christmas newsletter is a
Fall Newsletter 2024
Every quarter, we send out a newsletter to share thoughts and feelings on various topics around the financial industry. In this season's newsletter, Dan gives
Lessons from the Links
One of the guys I regularly play golf with offered up some words of advice on the course the other day. I was faced with
Rough Roads Ahead
For the first half of 2024, financial markets have been relatively calm and moving up. Interest rates were stable and inflation seemed to be getting
The Importance of a Team
“Great things in business are never done by one person. They’re done by a team of people.” -Steve Jobs I’ve always loved being part of
Summer Newsletter 2024
Every quarter, we send out a newsletter to share thoughts and feelings on various topics around the financial industry. In this season's newsletter, Mike breaks
Spring Newsletter 2024
Every quarter, we send out a newsletter to share thoughts and feelings on various topics around the financial industry. In this season's newsletter, Dan discusses
Stock Market Returns and Election Years
I’ve been getting a lot of questions lately about how stocks are going to perform with the presidential election coming up in November. I can
Christmas Newsletter 2023
Every quarter, we send out a newsletter to share thoughts and feelings on various topics around the financial industry. However, the Christmas newsletter is a
Why So Negative?
Wow, why aren’t people celebrating? Why aren’t people popping the champagne corks? 3rd quarter GDP was just revised upward from a very good 4.9% rate