You Got Vertigo Yet?

You Got Vertigo Yet? “Volatility and stocks go hand-in-hand. Embrace it. Don’t try timing it. You can’t control it – only how you react.” –Ken Fisher 03-28-2022 You got vertigo yet from the crazy stock market swings of late? Unless you want to live with near zero returns on risk free investments, you have to …

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ADV 2 for 2022

ADV 2 for 2022 As part of my fiduciary duty to you, I am required to supply you with a copy of my annual ADV 2 that I submit to the Financial Industry Regulatory Authority (FINRA). My filing for 2022 is available for downloading: Download ADV 2 pdf There are no material changes from the …

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Ukraine, Markets and Predictions

Ukraine, Markets and Predictions “Diversify as broadly as you possibly can and then don’t worry about it.” –Paul Winkler 03-07-2022 Paul is an advisor friend of mine from Tennessee. He has a very successful financial advice radio show in the Nashville area. We share the same investment philosophy. He’s put together this great 5 minute …

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Happy Presidents’ Day

Happy Presidents’ Day “Live simply, love generously, care deeply, speak kindly, leave the rest to God.” –Ronald Reagan 02-21-2022 Wise words from a great President! Happy Presidents’ Day!

Taxes, Damn Taxes and More Taxes

Taxes, Damn Taxes and More Taxes “The income tax has made more liars out of the American people than golf has.” –Will Rogers 02-07-2022 We’re coming up to that very special time of year that nobody likes….time to prepare your annual income tax return. Seems like the task gets more complicated every year. Albert Einstein …

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