Christmas Newsletter 2025
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
The Fed’s Balancing Act
Being the Federal Reserve chair has to feel a little like walking a tightrope while juggling chainsaws. Too far one way, and the economy slips
Fall Newsletter 2025
Every quarter, we send out a newsletter to share thoughts and feelings on various topics around the financial industry. (click image below to read)
Summer Newsletter 2025
Every quarter, we send out a newsletter to share thoughts and feelings on various topics around the financial industry. (click image below to read)
Spring Newsletter 2025
Every quarter, we send out a newsletter to share thoughts and feelings on various topics around the financial industry. (click image below to read)
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