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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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Never Doubt America

“I will love the light for it shows me the way, yet I will endure the darkness for it shows me the stars.” – Og Mandino Good Morning, I know that…

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Holiday Haze 2020

“Fear is the path to the dark side…fear leads to anger…anger leads to hate…hate leads to suffering.” – Yoda Good Morning, As the latest earnings season comes to a close, investors…

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It’s 2021 & Beyond

“The future was always more important than the past.” – Paul Park Good Morning, Our passion is helping clients focus on the more important issues as we collectively gaze upon the…

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Happy Veteran’s Day

“Honor to the soldier and sailor everywhere, who bravely bears his country’s cause. Honor, also, to the citizen who cares for his brother in the field and serves, as he…

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Fitting

To realize the American Dream, the most important thing to understand first is that it belongs to everybody who chooses to believe. It’s a human dream. A faith in something…

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Time to Stand Tall

“You have power over your mind, not outside events. Realize this, and you will find strength.” – Marcus Aurelius Good Morning, What a week. To suggest it can leave one…

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Hidden Blessings

“When you look at the dark side, careful you must be. For the dark side looks back.”–Yoda Good Afternoon, I have found over my years of serving in this profession…

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It Never Feels Good

“I will tell you the secret to getting rich on Wall Street. You try to be greedy when others are fearful. And you try to be fearful when others are…

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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.