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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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The Very Best Is Ahead

~~~~~~~~~~~~~~~~ We wish You and Yours the very best of New Year’s Eve!! We send our prayers along for a Healthy, Safe, Blessed and Very Prosperous New Year.  2021 Can’t Get Here Fast Enough…LOL One last…

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My Hero

~~~~~~~~~~~~~~~~ We hope the extended Holiday Week closing out the year of 2020 has been safe, healthy, blessed and enjoyable for you and yours! We will keep the notes light…

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Never Been Richer

“Spend each day trying to be a little wiser than you were when you woke up.” – Charlie Munger IMPORTANT REMINDER! DON’T MISS our last Call of the Year! TRUVESTMENTS’…

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Stay Forward-Focused

“Spend each day trying to be a little wiser than you were when you woke up.” – Charlie Munger IMPORTANT REMINDER! DON’T MISS our last REVIEW / PREP Call of…

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The Passing Storm?

“All that we are is the result of what we have thought.” ~ Buddha DON’T MISS our last REVIEW/PREP Call of the Year! TRUVESTMENTS’ Year End Zoom Meeting We will…

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Not Your Dad’s Markets

“A wise man adapts himself to circumstances, as water shapes itself to the vessel that contains it.” ― Chinese Proverb Good Morning, We sure hope the Thanksgiving Holiday weekend was enjoyable,…

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Other Side of Darkness

“For now we see through a glass darkly” ― 1 Corinthians Good Morning, We are taught all our lives that the darkness, while scary – is before light. The darkness tells…

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From Us To You

“You can’t stop the future You can’t rewind the past The only way to learn the secret …is to press play.” ― Jay Asher We send you and yours our very…

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Schedule a complimentary, no-obligation review of your current plans and goals. We will provide our guidance to assist you in making well-informed decisions targeting the long-term success of you and your family.

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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.