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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 First Test

“To lose patience is to lose the battle.” – Mahatma Gandhi Good Morning, One can feel it seeping into the picture. The angst is building, the media senses it –…

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Bubble?

“There is nothing new in Wall Street. There can’t be because speculation is as old as the hills. Whatever happens in the stock market to-day has happened before and will…

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Bump In The Road

“Beware of false knowledge; it is more dangerous than ignorance.” – George Bernard Shaw Good Morning, As already covered often, the governmental shutdowns and global full-stops in reaction to the…

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The Surprise? Upside

“A plan without action isn’t a plan, it’s a speech.” – T. Boone Pickens Good Morning, Things are going to be heating up over the next few weeks as the…

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It’s In The Chips

“When we long for life without difficulties, remind us that oaks grow strong in contrary winds and diamonds are made under pressure.” – Peter Mashall Good Morning, In the midst…

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The Best is Next

“In the midst of chaos, there is also opportunity.” – Sun-Tzu Good Morning, As one should expect, confidence of small businesses dropped in the latest data. It is the classic…

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Lingering Effect

“An end is only a beginning in disguise.” – Craig D. Lounsbrough Good Morning, Happy New Year – again : ) The fear-based process we consume in the media is…

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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

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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.