Intentional WealthGood morning & happy Monday! “We live life forward, but understand it backward.” Søren Kiekegaard, Danish philosopher, 1813-1855 A few weekends ago, I took my family on an end of the summer weekend getaway. My wife was enjoying a quiet morning while I took my 11- & 13-year-old sons to a theme park. In the […]
Good morning & happy Monday! “Interest rate cuts have an effect in stimulating an economy by directly or indirectly making someone, somewhere spend more than they otherwise would. That extra spending increases demand and ensures that we all carry on with work to do, without us having to slash our prices or our wrists.” – […]
Good morning & happy Monday! “If you want to live a happy life, tie it to a goal, not to people or things.” – Albert Einstein Now that the school year has started and routine returns to the lives of those of us raising children (and you, amazing grandparents, who play such a vital role […]
Good morning & happy Monday! “You can measure a man’s character by the choices he makes under pressure.” – Winston Churchill In November 2015 I hosted a family reunion for my family in the Smoky Mountains. The house I rented was quite large and would accommodate the entire family, which I believe was 24 members […]
Good morning & happy Monday! “I’m proud to pay taxes in the United States; the only thing is, I could be just as proud for half the money.” – Arther Godfrey, comedian My friends, I know you’ve had so much fun reading my last 2 weeks’ messages about the new tax package, The One Big […]
Good morning & happy Monday! “Elections should be held on April 16th – the day after we pay our income taxes. That is one of the few things that might discourage politicians from being big spenders.” – Thomas Sowell, American economist Well, I know we had such a good time last week outlining the new “Big […]
Good morning and happy Monday! “The hardest thing to understand in the world is the income tax.” – Albert Einstein After months of negotiations, on the 4th of July, Donald Trump signed “The Big Beautiful Bill” which is a massive piece of legislation that will affect every person reading this memo. This was an 870-page comprehensive […]
Good morning, happy Monday, and happy 4th of July! “We hold these truths to be self-evident, that all men are created equal, that they are endowed by their Creator with certain unalienable Rights, that among these are Life, Liberty and the pursuit of Happiness.” – Thomas Jefferson, from the Declaration of Independence As we gear up […]
Good morning & happy Monday! “In the short run, the market is a voting machine but in the long run, it is a weighing machine.” – Benjamin Graham, American economist 1894-1976 I know one of the things that can be very frustrating about equity investing (AKA: investing in the stock market) is how it’s so […]
Good morning, happy Monday, and happy Father’s Day! “Dad: a son’s first hero, a daughter’s first love.” – Unknown In the spirit of Father’s Day, I want to give a heartfelt shout-out to all the dads out there. As a father of four, I know firsthand the weight of responsibility, the sacrifices, and the incredible […]