What Makes a Company Grow?
During our Spring review meetings, I took clients back to 1964 — the year the Beatles appeared on the Ed…
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What is a Trump Account?
A provision in the One, Big, Beautiful Bill Act created a tax-advantaged savings account for American children under the age…
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The Hidden Cost of Three Social Security Mistakes.
Don’t leave money on the table: three mistakes—claiming too early, ignoring spousal/survivor strategies, and not accounting for taxes or the…
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What’s Your Vision?
An often-quoted passage from the Bible is Proverbs 29:18 which says, “Where there is no vision, the people perish.” Certainly,…
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Companies, Not Stocks
You may have heard me in conversations and review meetings refer to ownership in “companies”, where you expected me to…
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Market Forecasting and Moving to Florida
No, I’m not moving to Florida, but my wife would sure like to have a place there in the winter….
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Bucket Lists
You may recall the 2007 movie, The Bucket List, which starred Jack Nicholson and Morgan Freeman. The plot of the…
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Brain Health and Managing Stress
Reflecting on the first half of 2025, you have likely felt – in one way or another – the stress…
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The iPhone 15
Why Elections Don’t Influence Investment Decisions Hard to believe, but it has been more than 17 years since Steve Jobs…
