The Fear & Greed of GameStop

The Fear & Greed of GameStop

Let’s assume that fifteen minutes of vigorous exercise daily adds three years to your life. Being a money manager is that fifteen minutes. In short, investing is a discipline. It’s not fun, or sexy; it can be boring…very boring. It takes a similar...
The Big Disconnect – Wall Street vs. Main Street

The Big Disconnect – Wall Street vs. Main Street

The Big Disconnect – Stock Market Up 47.25%. Unemployment Up To 11.1% There has been no shortage of news lately. We have all been at home in varying intensities of lock-down since the novel Coronavirus began its path across the US, while we have also seen the ramp up...
Moving Fast…COVID-19 & The Stock Market

Moving Fast…COVID-19 & The Stock Market

2019 was historically one of the best years in the stock market…ever.  And there was a significant amount of optimism going into 2020.  But, the corona virus – and the news coverage surrounding COVID-19 – started spreading…and fast. So fast, in...
Is Investing the Same as Gambling? And Other Prophesies for 2020.

Is Investing the Same as Gambling? And Other Prophesies for 2020.

Superbowl Sunday is this Sunday and everyone is placing their bets.  There is something called the Westgate SuperContest every year. It is held by a sports book in Las Vegas. For an entry fee of $1500, you can compete against everyone else who is willing to put...
Two Versions of the Truth

Two Versions of the Truth

Is the S&P 500 Really Up over 25%? Context, in our business, is often lost given the industry’s focus on quarterly and annual reporting. Why is context important? Because it helps investors better understand their actual performance. Below are two versions of the...
Do Good and Do Well: Make change with your investments

Do Good and Do Well: Make change with your investments

We are excited to feature Tony Smith, CEO of Secure Futures Solar as our guest blogger for September. Learn more about Secure Futures and their capital campaign at October Money Mornings on Tuesday, 10/8. RSVP on our Events page. —- Do Good and Do Well: Make change...