Good morning & happy Monday! “Wise words bring many benefits, and hard work brings rewards.” – Proverbs 12:14 This year I’ve been reading through the Bible in a chronological study. This has been such an incredible experience as I dive into this book written by roughly 40 authors over roughly 1,500 years. My current reading […]
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June 2, 2025
Good morning & happy Monday! “What’s the difference between a taxidermist and a tax collector? The taxidermist only takes your skin.” – Mark Twain Today I would like to provide a concise update on the tax package currently being worked on in Washington D.C. As I’ve mentioned before, the current tax law expires at the […]
May 26, 2025
Good morning, happy Monday, and happy Memorial Day! “Our flag does not fly because the wind moves it. It flies with the last breath of each soldier who died protecting it.” – Unknown Memorial Day is a day to commemorate, honor, and remember those brave men and woman who paid the ultimate sacrifice for the […]
May 19, 2025
Good morning & happy Monday! “The odds that you will achieve long-term success by actively trading or timing the market round to zero.” – Morgan Housel, author. A few weeks ago, I addressed the issue of how the stock market works, but I got long winded (I know … shocking 😉) and ran out of […]
May 12, 2025
Good morning, happy Monday & happy Mother’s Day! “Life doesn’t come with a manual. It comes with a mother.” – Cleo Franklin, Jr., author I hope you had a wonderful Mother’s Day yesterday. Where would we be without our mothers? The biological answer is, of course, that we would not exist. 😉 Life was not possible […]
May 5, 2025
Good morning, happy Monday, and happy Cinco de Mayo! “For most investors: 99% of good investing is doing nothing, the other 1% is how you behave when the world is going crazy.” – Morgan Housel, author of Psychology of Money I think the majority of us understand that stocks go up and stocks go down, […]
April 28, 2025
Good morning & happy Monday! “Nothing we do can change the past, but everything we do changes the future.” – Ashleigh Brilliant, author / cartoonist Today I would like to bring 3 things to the table … call it updates from Intentional Wealth. 😊 Number 1: This is portfolio rebalancing season for us here at […]
April 21, 2025
Good morning, happy Monday, and I hope you had a wonderful Easter! “I have come that they may have life, and have it to the full. I am the good shepherd. The good shepherd lays down his life for the sheep.” – Jesus, John 10:10-11 Last week (often referred to as Holy Week) we commemorated […]
April 14, 2025
Good morning, happy Monday & happy Easter! “The true investor welcomes volatility … a wildly fluctuating market means that irrationally low prices will periodically be attached to solid businesses.” – Warren Buffet Holy cow! What a crazy couple of weeks! I’ve rewritten this memo about a dozen times. Every time I finish my thoughts […]
April 7, 2025
Good morning & happy Monday! “A billion here, a billion there, and pretty soon you’re talking about real money.” – Evertt Dirksen, U.S. Senator 1896-1969 I know that we live in a stressful time … in fairness, when do we ever think the present is easy, but I digress … so I thought today we […]
