Market News & Updates.
Keeping you informed of the latest developments affecting the economy and your money. Check here for information from the most trusted sources in financial news.
September 13, 2025
Good afternoon & happy Saturday! I’ll be traveling on Monday morning so I wanted to get this memo out in advance. “Inflation is like toothpaste, once it’s out you can hardly get it back in again.” – Karl Otto Pohl Last week I shared about how couples met for the last roughly 100 years and […]
September 8, 2025
Good morning & happy Monday! “Perfection is not attainable, but if we chase perfection, we can catch excellence.” – Vince Lombardi I recently came across a couple of different postings on X (formerly Twitter) that got me thinking. Here’s a link to the first one … (16) Defiant L’s on X: “How couples met 1930-2024 https://t.co/YlYL0dmhLT” […]
September 1, 2025
Good morning, happy Monday & happy Labor Day! “Whatever you want to do, if you want to be great at it, you have to love it and be able to make sacrifices for it.” – Maya Angelou As we enjoy this long weekend, with barbecues firing up and the unofficial end of summer upon us, […]
August 25, 2025
Good morning & happy Monday! “We live life forward, but understand it backward.” Søren Kiekegaard, Danish philosopher, 1813-1855 A few weekends ago, I took my family on an end of the summer weekend getaway. My wife was enjoying a quiet morning while I took my 11- & 13-year-old sons to a theme park. In the […]
August 18, 2025
Good morning & happy Monday! “Interest rate cuts have an effect in stimulating an economy by directly or indirectly making someone, somewhere spend more than they otherwise would. That extra spending increases demand and ensures that we all carry on with work to do, without us having to slash our prices or our wrists.” – […]
August 11, 2025
Good morning & happy Monday! “If you want to live a happy life, tie it to a goal, not to people or things.” – Albert Einstein Now that the school year has started and routine returns to the lives of those of us raising children (and you, amazing grandparents, who play such a vital role […]
August 4, 2025
Good morning & happy Monday! “You can measure a man’s character by the choices he makes under pressure.” – Winston Churchill In November 2015 I hosted a family reunion for my family in the Smoky Mountains. The house I rented was quite large and would accommodate the entire family, which I believe was 24 members […]
July 28, 2025
Good morning & happy Monday! “I’m proud to pay taxes in the United States; the only thing is, I could be just as proud for half the money.” – Arther Godfrey, comedian My friends, I know you’ve had so much fun reading my last 2 weeks’ messages about the new tax package, The One Big […]
July 21, 2025
Good morning & happy Monday! “Elections should be held on April 16th – the day after we pay our income taxes. That is one of the few things that might discourage politicians from being big spenders.” – Thomas Sowell, American economist Well, I know we had such a good time last week outlining the new “Big […]
July 14, 2025
Good morning and happy Monday! “The hardest thing to understand in the world is the income tax.” – Albert Einstein After months of negotiations, on the 4th of July, Donald Trump signed “The Big Beautiful Bill” which is a massive piece of legislation that will affect every person reading this memo. This was an 870-page comprehensive […]
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