The Older We Get…
First Quarter, 2025 The Older We Get… The older we get, hopefully, the wiser we become. And, unless we discover the fountain of youth, the
AA- It’s Not What You Think!
Fourth Quarter, 2024 This time of year, we are inundated with Wall Street’s market predictions about AA—Asset Allocation. “Treat it as entertainment much like you
Ch-Ch-Ch-Ch Changes, Oh Yeah!
Third Quarter, 2024 Ch-Ch-Ch-Ch Changes, Oh Yeah! The only constant in our lives is change. As musical legend David Bowie once said, “Ch-ch-ch-ch changes! Turn
Is it Time To Get Into Fixed Income?
Second Quarter, 2024 Is it Time To Get Into Fixed Income? Lately, several of my colleagues have been asking me that very question on behalf
Gimme Five… Or Maybe Not??
Third Quarter, 2023 Investors are feeling the allure of locking in a guaranteed 5% or more right now. At the writing of this letter, the
The Older We Get…
First Quarter, 2025 The Older We Get… The older we get, hopefully, the wiser we become. And, unless we discover the fountain of youth, the
AA- It’s Not What You Think!
Fourth Quarter, 2024 This time of year, we are inundated with Wall Street’s market predictions about AA—Asset Allocation. “Treat it as entertainment much like you
Ch-Ch-Ch-Ch Changes, Oh Yeah!
Third Quarter, 2024 Ch-Ch-Ch-Ch Changes, Oh Yeah! The only constant in our lives is change. As musical legend David Bowie once said, “Ch-ch-ch-ch changes! Turn
Is it Time To Get Into Fixed Income?
Second Quarter, 2024 Is it Time To Get Into Fixed Income? Lately, several of my colleagues have been asking me that very question on behalf
Gimme Five… Or Maybe Not??
Third Quarter, 2023 Investors are feeling the allure of locking in a guaranteed 5% or more right now. At the writing of this letter, the