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Category: Morning Note

That Feeling

Good Morning, Ok, inhale slowly – count 1, 2, 3, 4, 5, 6, 7, 8, …. 125, exhale slowly – count 1, 2, 3, 4, 5, 6, 6, 7, 8,…

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Forecast: Increased Fears

Good Morning, Well, fear is rising – big time – and all because of the same choppy price range we have been in for weeks.  It is easy to overlook,…

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In The End…

“Compound interest is the eighth wonder of the world. He who understands it, earns it. He who doesn’t, pays it.” – Albert Einstein Good Morning, We sure hope you have…

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Frazzled Nerves

“Wealth isn’t primarily determined by investment performance, but by investor behavior.” – Nick Murray Good Morning, The closer we get to the incoming fog bank of the normal “summer haze”,…

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Get Focused

“Focus and simplicity…once you get there, you can move mountains.” – Steve Jobs Good Morning, The toughest part of investing is in the waiting. The next couple weeks will be…

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Cloudy Judgment

“In investing, what is comfortable is rarely profitable.” – Robert Arnott Good Morning, The week has been a little choppy – that’s good. Last week we set new all-time highs….

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“Slowpoke”

“Investing should be more like watching paint dry or watching grass grow. If you want excitement, take $800 and go to Las Vegas.” – Paul Samuelson Good Morning, Before we…

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‘Tis The Season

“Investing should be more like watching paint dry or watching grass grow. If you want excitement, take $800 and go to Las Vegas.” – Paul Samuelson Good Morning, There will…

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The REALLY Big Picture

“Just because the past didn’t turn out like you wanted it to doesn’t mean your future can’t be better than you imagined.” – Anonymous Good Morning, So here we find…

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No Holds Barred

Good Morning, We hope you and yours had a wonderful, safe and Blessed Easter weekend. Spring is flowing in the air – and it is generally the season for positive…

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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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