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.

Headline Chatter

The Cliff?

REMINDER! Be Sure To Join Next Week’s Events! (Click the Zoom link at the noted date & time and we’ll see you then.) Event 1: Coffee with Truvestments In the…

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The Next Launch Pad

“The two most powerful warriors are patience and time.” Leo Tolstoy Good Afternoon, If you went to sleep around the end of July and awoke today, little would have changed….

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Halfway Through…

“Once you start down the dark path, forever will it dominate your destiny. Consume you, it will.” – Yoda Good Morning, The clouds that set in as September dawned are…

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Passing Time

“We must all suffer one of two things: the pain of discipline or the pain of regret and disappointment.” – Jim Rohn Good Morning, I have come to the conclusion…

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We Will Never Forget

May those sources we collectively pray to, continue to rain down peace and healing to all affected by the events on (and emanating from) that life-altering morning 19 years ago…

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More Dominos

Good Afternoon, No Pain – No Gain. How many times have we heard that? Probably so many times that many prefer to ignore it. It is human nature to mentally…

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Squall Lines

Good Afternoon, Just in case you missed our note sent out over the long weekend (“Just a Hunch“), a cold, hard fact from Mr. Munger: “It’s not supposed to be…

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Just a Hunch

First, all of us here send our best wishes to you and yours for a safe, enjoyable, relaxing and rewarding Labor Day Weekend Holiday. Enjoy time with friends and 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.