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)
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
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
Fall 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
Summer 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
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
Mini-Series Part 6 of 10: Trying to Time the Markets
Does Anybody Really Know What Time It Is? I wish I had a nickel for every time someone has asked me over the past 35
Mini-Series Part 5 of 10: Chasing Returns
“You’ve got to go out on a limb sometimes, because that’s where the fruit is.” -Will Rogers I’m a believer in that quote up to