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March 4, 2024

Good morning & happy Monday! “Decisions decide destiny, there is no action without decision.” – Tony Robbins, author & motivational speaker I recently was listening to a John Maxwell podcast, and they were interviewing Craig Groeschel, pastor and author. Through the years I have read a book or two from Craig (and I own a […]

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February 26, 2024

Good morning and happy Monday! “If your broker or investment advisor is not familiar with the concept of standard deviation of returns, get a new one.” – William Bernstein, neurologist & financial theorist Well, today I’m going to let my inner nerd out a bit.  Today I’m going to address a very important investment concept […]

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February 19, 2024

Good morning & happy Monday! “The greatest investment a young person can make is in their own education, in their own mind.  Because money comes and goes.  Relationships come and go.  But what you learn once stays with you forever.” – Warren Buffett It seemed like I just flipped my calendar to 2024 and now […]

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February 12, 2024

Good morning & happy Monday! “There will always be bull markets followed by bear markets followed by bull markets.” – Sir John Templeton, 1912-2008, investor, founder of Templeton Growth Fund (Franklin Templeton Investments) Well, my friends, Friday was a big day … a record setting day.  Friday the S&P 500 closed above 5,000 for the […]

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February 5, 2024

Good morning & happy Monday! “I think everybody should get rich and famous and do everything they ever dreamed of so they can see that it’s not the answer.” – Jim Carrey, actor I didn’t think I would ever use a Jim Carrey quote, the actor in my favorite comedy “Dumb & Dumber,” but that […]

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January 29, 2024

Good morning & happy Monday! “Headlines, in a way, are what mislead you because bad news is a headline, and gradual improvement is not.” – Bill Gates The last few weeks I’ve been super nerdy and really dove into the numbers.  I’m going to try to control myself a little more this week, but still […]

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January 22, 2024

Good morning & happy Monday! “Politics is the art of looking for trouble, finding it everywhere, diagnosing it incorrectly and applying the wrong remedies.” – Groucho Marx, American actor & comedian 1890-1977 I’m not sure if you’ve noticed, but 2024 is an election year.  There is this introverted guy named Donald Trump, I know you’ve […]

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January 15, 2024

Good morning, happy Monday, and happy Martin Luther King, Jr. Day! “The ultimate measure of a man is not where he stands in moments of comfort and convenience, but where he stands at times of challenge and controversy.” – Dr. Martin Luther King, Jr. Investing is not easy.  I know that is not breaking news […]

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January 8, 2024

Good morning & happy Monday! “Experience is a hard teacher because she gives the test first, the lesson afterward.” – Vernon Law, former MLB pitcher Now that we are a week into 2024, I wanted to take a look back at 2023 and the lessons it can teach us … if we are willing to […]

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January 1, 2024

Good morning, happy Monday, and happy New Year!!! Hope your Christmas was wonderful and 2024 is off to a great start!  “Living in fear is just another way of dying before your time.” – Mike Cooley, singer, songwriter Over the coming weeks we will be providing lots of 2023 year-end data, charts, etc. but since […]