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Category: Morning Note

Holiday Haze 2020

“Fear is the path to the dark side…fear leads to anger…anger leads to hate…hate leads to suffering.” – Yoda Good Morning, As the latest earnings season comes to a close, investors…

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It’s 2021 & Beyond

“The future was always more important than the past.” – Paul Park Good Morning, Our passion is helping clients focus on the more important issues as we collectively gaze upon the…

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Happy Veteran’s Day

“Honor to the soldier and sailor everywhere, who bravely bears his country’s cause. Honor, also, to the citizen who cares for his brother in the field and serves, as he…

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Fitting

To realize the American Dream, the most important thing to understand first is that it belongs to everybody who chooses to believe. It’s a human dream. A faith in something…

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Time to Stand Tall

“You have power over your mind, not outside events. Realize this, and you will find strength.” – Marcus Aurelius Good Morning, What a week. To suggest it can leave one…

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Hidden Blessings

“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…

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It Never Feels Good

“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…

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Almost Perfect

“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…

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Yes – Unstoppable

“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…

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Storm Front

“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…

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Additional Articles

Lights Out

“What we learn from history is that people don’t learn from history.” ~Warren Buffett   Good Morning, Don’t mind me – that noise you hear in the background is me…

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Happy Thanksgiving to You and Yours

It is that wonderful time of year – a time for family and friends.   We send our very best wishes to you and yours for the highest of blessings this…

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It’s All Around Us

“Those who are not grateful soon begin to complain of everything.”

Thomas Merton

Good Morning.

Once again, sending along heartfelt wishes to you and yours for the very best of blessings on this Thanksgiving Holiday.  God knows, we all deserve it given the last nearly 24 months of confusion.  We send our best to you and again thank you for the opportunity to be of service.

Know that as 2022 beckons, we will work consistently for your interests.  We are grateful for the opportunity – and as always, patience will be the toughest part of the game as we let what is unfolding all around us continue to expand the horizon ahead.

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Happy Holiday Week!

“The investor’s chief problem, and even his worst enemy, is likely to be himself”

~Benjamin Graham

Good Morning!

Before we start into the boring stuff, we want to send our heartfelt wishes to you and yours for the most blessed and enjoyable Holiday Season.  Kicking off this week with Thanksgiving, we want to give thanks to you – as always – for the opportunity to be of service to you.  We are always extremely grateful and enjoy this time of year because we get to tell you that again LOL.

Have a fantastic week with Family and Friends!

And now…to the boring stuff

I know it’s boring because we keep having to tell how records are being set.  Yes, there will be a pause in here somewhere.  Yes, there will be a short window in the pathway ahead where you will swear market investments stink.  It will all be a required part of the pathway that is laid out in front of us all.  Like it or not, our economy is going to running at full tilt for an awfully long time.

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Fever Breaking?

“The stock market is designed to transfer money from the active to the patient.”

~Warren Buffett

Good Morning,

Closing out the Q3 earnings season has become a bit boring in its coverage.  My sense of things?  The media could find few monsters in a string of reports that consistently beat estimates, even as the “inflation war” rages on.  I suppose they realized the “scary stuff” needed to come from somewhere else, hence – yet another record-setting earnings season is quietly put to rest.

Expect more records – with a pause here and there along the way.

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Our Thanks

How do you say thanks for the things they have done? What words would sufficiently honor their bravery and sacrifice? What letter could we write to thank them for stepping…

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