Mar 5, 2021
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...
Aug 5, 2020
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...
Mar 5, 2020
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...
Jan 30, 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...
Dec 11, 2019
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...
Sep 25, 2019
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...