Over my 40+ years of being involved in the business of professional investment practice, I have been blessed by being...

“It would be so nice if something made sense for a change.”—Lewis Carroll, “Alice in Wonderland” August didn’t begin...

“Things turn out best for the people who make the best of the way things turn out.” – John Wooden Despite Skepticism,...

“Extraordinary magic follows you aroundand the camera can’t catch it,you won’t see it in the mirrorbut I see it, I see...

When you’re chewing on life’s gristle, don’t grumble, give a whistle and … always look on the bright side of life. —...

Download as PDF Dear Clients and Friends: The debt ceiling issue is in the headlines everywhere, with mentions of...

You’ve got yourself stuck in a moment, And now you can’t get out of it.— Chorus from a U2 song Not much has changed in...

“Genius is nothing but a greater aptitude for patience.”— George-Louis de Buffon, well-known 18th century naturalist...

Whether it is a trip to the store, booking a vacation, buying a car, or paying the utility bill, inflation has become...

Download as PDF The following addresses our thoughts regarding events that recently transpired at two U.S....

Be curious, not judgmental.”— attributed to Walt Whitman. The nice break in January represented a respite from...

The U.S. stock market broke out of the gate in style and good fashion in this new year. It provided a nice breather...

Last year was simply painful. All three major large-cap U.S. equity indices were in the red. The Dow Jones Industrial...

Following midterm elections, November 2022 was good to investors, which tracks with historical post-election norms....

“Don’t do something, just stand here.” — American Investor and Philanthropist, Jack Bogle We all have heard that...

“September stands alone as the only month in which the market falls more frequently than it rises.” — Sam Stovall,...

“And when things start to happen, don’t worry don’t stew, just go right along, you’ll start happening too.” — Dr....