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


Good Morning, The immense level of fear, seemingly missing the bigger picture unfolding in front of us, is rising as we type.  The indications of this are pretty much across…

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That Feeling

Good Morning, Ok, inhale slowly – count 1, 2, 3, 4, 5, 6, 7, 8, …. 125, exhale slowly – count 1, 2, 3, 4, 5, 6, 6, 7, 8,…

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Forecast: Increased Fears

Good Morning, Well, fear is rising – big time – and all because of the same choppy price range we have been in for weeks.  It is easy to overlook,…

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In The End…

“Compound interest is the eighth wonder of the world. He who understands it, earns it. He who doesn’t, pays it.” – Albert Einstein Good Morning, We sure hope you have…

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Frazzled Nerves

“Wealth isn’t primarily determined by investment performance, but by investor behavior.” – Nick Murray Good Morning, The closer we get to the incoming fog bank of the normal “summer haze”,…

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Get Focused

“Focus and simplicity…once you get there, you can move mountains.” – Steve Jobs Good Morning, The toughest part of investing is in the waiting. The next couple weeks will be…

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Cloudy Judgment

“In investing, what is comfortable is rarely profitable.” – Robert Arnott Good Morning, The week has been a little choppy – that’s good. Last week we set new all-time highs….

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“Investing should be more like watching paint dry or watching grass grow. If you want excitement, take $800 and go to Las Vegas.” – Paul Samuelson Good Morning, Before we…

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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.