Old vs New

Posted on Sunday, April 28th, 2019

We said that a dull week was power to the bulls. We were right and the S&P 500 has reached a new closing high. The internals of the market seem to be diverging a bit from the positive path that the averages are on. The market seems to be a bifurcated one where big name… read more.

Drink the Wine

Posted on Sunday, April 21st, 2019

We hope that you had a chance to read our latest Quarterly Letter – Be Your Own Master – The New Retirement.   The key to saving enough to retire is in deferring consumption. We have always been more of a saver and working on Wall Street tended to help with deferring consumption as well.… read more.

Be Your Own Master – The New Retirement

Posted on Sunday, April 14th, 2019

 This really is one of my favorite times of the year and not just because the Masters Invitational Golf Tournament is taking place in our home state. I love this time of year because I get to talk to clients more than any other part of the year. Most of that is in tax preparation… read more.