Intentional WealthGood morning and happy Monday! “The biggest thing about making money is time. You don’t have to be particularly smart, you just have to be patient” – Warren Buffett I recently came across a brief interview with Warren Buffett where he was asked to comment on the earning call for Apple (I think it’s from […]
Good morning and happy Monday! “Individuals who cannot master their emotions are ill-suited to profit from the investment process.” – Benjamin Graham, American economist, 1894-1976 My friends, 5 years ago yesterday, Monday, March 23, 2020, marked the bottom of the COVID-19 stock market crash. This is now my 3rd memo about that correction in 5 […]
Good morning, happy Monday, and happy St. Patrick’s Day! “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” Well, my friends, it seems as if the world is going crazy right now. At […]
Good morning & happy Monday! “The gem cannot be polished without friction, nor man perfected without trials.” – Chinese proverb My friends, 5 years ago yesterday, Monday, March 9, 2020, I penned my first Monday morning memo titled “My job, their job, your job,” during the middle of the COVID-19 market panic. Happy Monday! As […]
Good morning & happy Monday! “The way I see it, if you want the rainbow you gotta put up with the rain.” – Dolly Parton, country music singer A number of years ago I had the privilege of exploring many of Utah’s National Parks with my dad. We had a packed agenda trying to cram […]
Good morning & happy Monday! “A perfect relationship is not perfect, it’s just that both people never gave up.” – Unknown As your financial advisor, we spend plenty of time diving into numbers and strategies, but with the Valentines month of February wrapping up this week I thought it might be fun to embark on […]
Good morning, happy Monday & happy President’s Day! “Nearly all men can stand adversity, but if you want to test a man’s character, give him power.” – Abraham Lincoln My friends, tomorrow marks an important day. February 18, 2020, 5 years ago tomorrow, marked an all-time high for the stock market (S&P 500). Now that […]
Good morning, happy Monday, and happy Valentine’s Day (it’s Friday … friendly reminder😊)! “Trying to predict the future is like trying to drive down a country road at night with no lights while looking out the back window.” – Peter Drucker, author, 1909-2005 Please allow me the opportunity this morning to discuss a topic that […]
Good morning & happy Monday! “Knowledge is knowing a tomato is a fruit; wisdom is not putting it in a fruit salad.” – Miles Kington Welcome to February! Wow, time is flying by!!! Today I would like to provide you with a handful of timely updates, hopefully providing some knowledge AND wisdom. 😊 Not everything […]
Good morning and happy Monday! “Interest rates are to asset prices what gravity is to the apple. When there are low interest rates, there is a very low gravitational pull on asset prices.” – Warren Buffett Today I would like to dive into interest rates and the critical role they play in investing, both stocks […]