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.
November 10, 2025
Good morning & happy Monday! “Suitability means selling a suit that fits you. Fiduciary duty means it actually has to look good on you.” – Michael Kitces One thing that is discussed frequently in financial circles and I am personally asked regularly is, “Are you a fiduciary?” For me, the answer is YES. I have […]
November 3, 2025
Good morning & happy Monday! “If you aren’t grateful for what you already have, what makes you think you would be happy with more?” – Roy T. Bennett Recently I have become fascinated with the topic of diminishing marginal utility. I know that sounds super nerdy … well, it kind of is … but it’s […]
October 27, 2025
Good morning & happy Monday! “We are big fans of fear, and in investing it is clearly better to be scared than sorry.” – Seth Klarman With Halloween being this Friday, I was thinking about things that are scary. Now, we all have different things that scare us. As someone who enjoys adventure, I find […]
October 20, 2025
Good morning & happy Monday! “There is nothing more expensive than chasing a dream that is not yours.” – Unknown My friends, I am constantly diving into financial learning. This is an industry I have been in since I was 18 years old and I still love to dive in and learn more. I attend […]
October 13, 2025
Good morning & happy Monday! “Life can still be beautiful, meaningful, fun, and fulfilling even if things don’t turn out the way you planned.” – Lori Deschene A few weeks ago, I told you about one of my adventures on my recent Alaska trip, a day long cruise where we had very rough seas but […]
September 29, 2025
Good morning & happy Monday! “Our fears can cause us to miss out on a lot of experiences and golden opportunities. Don’t let your fears rob you of your life.” – James VanPraagh Two weeks ago, I sent my Monday morning memo on Saturday instead of Monday as I was traveling. I had the incredible […]
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 […]
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