Category: Morning Note

“When you look at the dark side, careful you must be. For the dark side looks back.”–Yoda Good Afternoon, I have found over my years of serving in this profession…

“I will tell you the secret to getting rich on Wall Street. You try to be greedy when others are fearful. And you try to be fearful when others are…

“Life is not about waiting for the storm to pass, it is about learning to dance in the rain.” – Unknown Good Morning, That’s gonna leave a mark. Yesterday’s price…

“Obstacles don’t have to stop you. If you run into a wall, don’t turn around and give up. Figure out how to climb it, go through it, or work around…

“If a business does well, the stock eventually follows.” – Warren Buffett Good Morning, I was told once that the best way to eat an elephant was one bite at…

“A few solid pros are more powerful than dozens of cons” -Steve Jobs Good Morning, Over the next couple of weeks, we are likely set to hear the worst about…

“Do more of what works and less of what doesn’t.” -Steve Clark Good Morning, Here is hope your weekend was safe, healthy and enjoyable. As we harness the strength to…

“A challenge only becomes an obstacle when you bow to it.”–Ray Davis Good Morning, One of the many difficulties of staying on the path defined by your wealth management plan…

“You are not the victim of the world, but rather the master of your own destiny. It is your choices and decisions that determine your destiny.” ―Roy T. Bennett Good…

REMINDER! Be Sure To Join This Week’s Events (Click the Zoom link at the noted date & time and we’ll see you then.) Event 1: Coffee with Truvestments In the…