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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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More Productive Context?

FIRST: VERY IMPORTANT!!! After March 30, 2021 we will be changing the platform from which the morning note comes to you. This upgrade will REQUIRE that we ask one small…

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Right Down The Line

“Fear is the path to the dark side. Fear leads to anger. Anger leads to hate. Hate leads to suffering.” – Yoda Good Morning, Yes, I know – suggesting that…

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Look What’s Coming

“Train yourself to let go of everything you fear to lose.” – Yoda Good Morning, Before we get to the chop of the last few weeks – which likely has…

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New String of Monsters

“Too many people are thinking of security instead of opportunity. They seem to be more afraid of life than death.” – James F. Byrnes Good Morning, Hard to believe that…

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This Is What You Want

“Far more money has been lost by investors preparing for corrections, or trying to anticipate corrections, than has been lost in corrections themselves.” – Peter Lynch Good Morning, This is…

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The Thunder Rolls

“When did the future switch from being a promise to being a threat?” – Chuck Palahniuk Good Morning, As much as we had suggested a rest was in the offing,…

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How Fast?

“The desire to perform all the time is usually a barrier to performing over time.” – Robert Olstein Good Morning, Not sure you have been seeing the theme unfold across…

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The Grind

“Great investing requires a lot of delayed gratification.” – Charlie Munger Good Morning, History says February’s are weak months in the first year of a new administration. That does not…

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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.