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Getting Comfortable with Market Discomfort

Getting Comfortable with Market Discomfort

My family and I just returned from an incredible experience in Greece and Turkey.  It was the first real international experience for my kids (Finn – 14 years old and Ella – 7 years old).  Greece felt comfortable.  Everyone spoke at least some English, the street...
Relationships Matter

Relationships Matter

Relationships Matter I have been in the money management business for over 26 years now. I have cultivated many relationships with clients over that timeframe and learned a great deal from those relationships. Relationships are one of my favorite parts of my job....
Why I am Bullish

Why I am Bullish

Why I Am Bullish Lots of people are concerned about their finances right now. War in Ukraine, high prices at the gas pump, Washington’s dysfunctionality, baby formula shortages, inflation, higher interest rates, and the S&P 500’s fourth-worst start to a year in...
Can You Handle Volatility?

Can You Handle Volatility?

Can you Handle Volatility? The market has been volatile this year.  This is normal.  When the market behaves this way, market commentators like to come up with excuses for the volatility.  There are plenty of newsworthy events taking place.  Russia and Ukraine are at...
Be Fearful When Others are Greedy

Be Fearful When Others are Greedy

“Be fearful when others are greedy and greedy when others are fearful” -Warren Buffett Warren Buffett is my investment hero.  I have studied his career, read scores of books on his investing process, and attended 18 of his annual shareholder meetings. But, I have to...