Intentional WealthGood morning & happy Monday! “When things go badly, people become cautious. Then their caution causes things to go well, and when things go well, they become incautious. I think that’s a forever cycle.” – Howard Marks So, I know the market has been a bit busy recently. As I mentioned last week, the S&P […]
Good morning & happy Monday! “People often say there’s a lot of uncertainty, but when has there ever been certainty in the markets, the economy, or the future? I’m just trying to understand the present.” – Bill Miller, business author Welcome to August my friends! Holy cow, July was CRAZY!!! In this “what’s happening right […]
Good morning & happy Monday! “You’ve got me feeling emotions Deeper than I’ve ever dreamed of You’ve got me feeling emotions Higher than the heavens above” – song “Emotions” by Mariah Carey I hope today’s memo can mix a little business with a little fun; I’m going to try to incorporate some music lyrics in […]
Good morning & happy Monday! “The Constitution is the guide which I will never abandon.” – George Washington As I mentioned last week, I was able to take a trip to Israel, Jordan, and Egypt last month. It was an amazing experience and truly the trip of a lifetime. I tend to be a pretty […]
Good morning & happy Monday! “The secret to happiness is freedom. The secret to freedom is courage.” – Thucydides, ancient Greek historian (5th century BC) I had the rich blessing to take the trip of a lifetime over the last few weeks. Today is my first day back in the office after this transformative journey. […]
Good morning, happy Monday, and happy 4th of July! “You say, ‘I am allowed to do anything’—but not everything is good for you. And even though ‘I am allowed to do anything,’ I must not become a slave to anything.” – 1 Corinthains 6:12, NLT Freedom. What is freedom? I was thinking about this concept, […]
Good morning & happy Monday! “Being broke is a temporary situation. Being poor is a state of mind.” – Mike Todd, theater & film producer, 1909-1958 I came across a survey from payroll.org that found that 78% of Americans reported living paycheck-to-paycheck in 2023. This is an increase of 6% from 2022. That same survey […]
Good morning, happy Monday & happy Father’s Day! “Dads are most ordinary men turned by love into heroes, adventurers, story-tellers, and singers of song.” – Pam Brown, Australian poet With Sunday being Father’s Day I am hoping you will humor me with some reflections on fatherhood. Being a father is one of the greatest joys […]
Good morning & happy Monday! “The two most important days in your life are the day you are born and the day you find out why.” – Mark Twain I had an interesting experience recently that got me thinking. We had a community yard sale in my neighborhood a few Saturdays ago and many of […]
Good morning, happy Monday, and happy Memorial Day! “The price of freedom may be high, but never so costly as the loss of freedom.” – Ronald Regan Our TV sets have been bombarded with images of anti-Israel, and in many cases anti-United States, protests recently. I know much of this can be disturbing and causes […]