The Barbell Economy®

It’s About What’s next

Change demands unconventional thinking.  We provide clients new insights and a better way of understanding how and why our economy works the way it does.
As fiduciaries for clients, we help you and yours prepare for the surprising elements in the years ahead.

Our high-level concierge service delivers peace of mind.

  • The evidence is clear. It is unemotional. It is the underlying current driving economic forces forward, expanding as the years unfold.  We help clients understand how to capture long-term benefits from these powerful demographic changes underway.
  • The video above provides a deep level of understanding – and a pathway to make sure our clients are effectively positioned for these leading-edge concepts in the years ahead.  Remember – People Make Markets®
  • Make sure to secure your private (complimentary) zoom review here.

Your Wealth Planning Review Helps You With Cash Flows, Tax Planning, Tax-Free Income, Estate Reviews and Productive Asset Management

Don’t Miss Your Leading-Edge Insights

Confirm Your Information Below For Your Complimentary Report on The Barbell Economy®

      Would you prefer your free report emailed or sent via mail?

      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.