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The Morning Note


Over the years, clients have come to greatly appreciate the insights passed along in the morning notes. They serve to light the pathway ahead – especially during the storms.

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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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A Million Blind Mice, Pt 77

“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…

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At Base Camp

“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…

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Problem Solving

“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…

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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.