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
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
UNaffordable Housing
“Owning a home is a keystone of wealth - both financial affluence and emotional security.” -Suze Orman Affordable housing has become a buzz phrase all
Spring Newsletter 2023
Every quarter, we send out a newsletter to share thoughts and feelings on various topics around the financial industry. In this season's newsletter, read the
Cash is Paying 4% – Why Would I Invest Anywhere Else?
A silver lining to the rout in the financial markets in 2022 is that cash and cash-equivalents are actually paying decent interest. As I write
Harvesting Losses for Tax Purposes
“But Mike, you’ve told me for years not to sell when the market is down.” And I still stand by that. However, there are times
Summer Newsletter 2022
Take a Deep Breath Every quarter, we send out a newsletter to share thoughts and feelings on various topics around the financial industry. In this
March Madness
March is basketball overdose month for me. I love watching both the men’s and women’s NCAA basketball tournaments. The games are generally competitive and downright
Spring Newsletter 2022
Spring is in the Air! Every quarter, we send out a newsletter to share thoughts and feelings on various topics around the financial industry. In
Here’s Looking at You, 2022
It’s hard to believe that there are only a few days left in 2021. How are you feeling about the coming year? Optimistic? Pessimistic? Uncertain?