Turning Point?

Posted on Sunday, June 29th, 2025

This week felt like a turning point in the markets. Investors seemed to anticipate a pullback as corporations entered their blackout period—the time when companies report earnings and are prohibited from buying back their own shares. Corporate buybacks are a crucial source of liquidity, acting as steady, price-agnostic buyers that help support our investment accounts. Instead,… read more.

Sound and Resilient

Posted on Sunday, February 4th, 2024

On a personal note, January was a month spent trying to get back in shape from the “Holiday Over-Everything Binge.” The month was spent trying to get to the gym and watching what I ate. On the positive side, Diane and I also enjoyed our time by the fire and watching Downton Abbey. No. I’m… read more.

A Better Way to Give

Posted on Sunday, January 21st, 2024

It has been freezing here in Atlanta. I have my office space heater cranked to the maximum. I am ready for spring to arrive. While trying to stay warm I’ve been spending a significant amount of time in the office analyzing tax rules, and I want to share another valuable tip with you that could… read more.