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 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 […]

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.” – […]

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