Intentional WealthGood morning & happy Monday! “Opportunity often comes disguised in the form of misfortune, or temporary defeat.” – Napolean Hill Graduation season is upon us and many of us will (or have) be attending ceremonies to honor our graduating loved ones. I was thinking about how when you look across the sea of graduates a […]
Good morning & happy Monday! “Speculation is most dangerous when it looks easiest.” – Warren Buffet Cryptocurrency. It was all the rage for a while, then it subsided, now with crypto hovering around all-time highs it’s getting attention again. This leads to a number of clients who will ask me something along the lines of […]
Good morning, happy Monday, and happy Mother’s Day! “Mothers are like glue. Even when you can’t see them, they’re still holding the family together.” – Susan Gale This Sunday is Mother’s Day (consider this your courtesy reminder 😊), and today I want to salute mothers! Mother’s Day is a big deal. In 2023 there were […]
Good morning & happy Monday! “We are in the regret business. If you buy and it goes down, you regret buying. If you buy and it goes up, you regret not buying more.” – David Lundgren, I’m not sure who this is but I love the quote 😊 So, my last Monday morning memo in […]
Good morning & happy Monday! “I fear the day that technology will surpass our human interaction. The world will have a generation of idiots.” – Albert Einstein Well, Mr. Einstein, I’m afraid we may have arrived. 😉 The world is at our fingertips with the mobile device in our hand. I was thinking about the […]
Good morning & happy Monday! “What is the difference between a taxidermist and a tax collector? The taxidermist takes only your skin.” – Mark Twain Well, here it is, Tax Day! I know it’s a highlight of your year! 😉 I don’t think today’s message is going to be a real pick-me-up, but I thought […]
Good morning & happy Monday! “Learn how to see. Realize that everything connects to everything else.” Leonardo da Vinci Interest rates affect virtually every component of the financial landscape. Because this is such a critical issue I would like the opportunity to provide a little more insight into this fascinating topic … ok, it’s fascinating […]
Good morning, happy Monday, & happy April Fool’s Day! I hope you had a wonderful Easter! “We are in the business of making mistakes. The only difference between the winners and the loser is that the winners make small mistakes, while the losers make big mistakes.” – Ned Davis, financial analysist A few weeks ago […]
Good morning, happy Monday, and happy Easter! “You get recession, you have stock market declines. If you don’t understand that’s going to happen, then you’re not going to do well in the markets.” – Peter Lynch, legendary investor I5 years ago this month was a very important event in the history of the stock market […]
Good morning & happy Monday! “Success is getting what you want. Happiness is wanting what you get.” Dale Carnegie, author, 1888-1955 Success & happiness … these are things that all of us want. No matter your age, no matter where you live on our planet, no matter what language you speak, no matter your upbringing, […]