LONG-TERM GROWTH OPPORTUNITIES DRIVEN BY BETTER INSIGHTS

The Barbell Economy®

It’s Not About What’s Now – It’s About What’s next

Thank you or joining us and watching the video below.  We hope to provide you new insights and a better way of understanding how and why our economy works the way it does.  We look forward to sharing more with you.
As fiduciaries for clients, we help you and yours prepare for the surprising elements ahead.
Remember, People Make Markets®.

 

Our clients gain peace of mind through our high-level concierge service.

The future is bright as everything changes on the landscape ahead…

  • The evidence is clear. It is unemotional. It is the underlying current driving economic forces forward, expanding as the years unfold.
  • These underlying currents of the US economy are set to influence the expansion for years to come. We help clients understand how to capture long-term benefits from these powerful changes underway.
  • The video above shows how we have made sure our clients have been effectively positioned to understand these leading-edge concepts over the years.
  • As we covered in the show, we are here to make sure you are properly positioned for the demographic shift unfolding right now – and expanding significantly into the next few decades.

Effective Wealth Planning Covers Cash Flows, Tax Planning & Tax-Free Income, Estate Reviews and Productive Asset Management

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Find out why our clients were stable, disciplined and patient throughout the pandemic shutdowns

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      Learn more about the Morning Note

      The purpose behind our “Morning Note” is different than typical newsletters.

      We don’t get lost in Wall Street jargon. Why? After nearly 40 years, we can tell you that “jargon” is what causes most of the mistakes investors make over time.

      The Morning Note helps our clients see through the constant fog driven by the media process. That process focuses on things which will – and are often intended – to scare you. If you are not scared, you won’t pay attention to what they say; if you don’t pay attention to what they say, they lose ad revenue. Simply put: it’s a business model – not news.

      Instead we focus on what we like to call “bread crumbs” along your pathway to your goals. You are your own “index” – not the S&P 500. Your goals, your interests and you and your families staying on your course. That requires a vastly more productive viewpoint. It requires we stand tall in the storms. It requires we remain patient and disciplined, while focusing on the long-term horizon ahead. The “bread crumbs” are designed to deliver your most valuable outcome – staying on your course. Many battles, setbacks and disasters await. Always have – always will.

      The theme of the Morning Note will allow one to always recognize this over-rising fact: When we started in this business, the DOW hovered at 950. It is well above that today. And – most important – every single thing we have been taught to be terrified of – has already unfolded, all while our country built unprecedented wealth. So one has two choices – fear today or be confident of tomorrow. The history of the United States is clear. We overcome, we build, we learn, we expand, we succeed, we lead. Sure, we mess it up at times – but know this: the data is clear that our best years are dead ahead.