At the Quarter Pole

Posted on Sunday, May 5th, 2019

  The most critical thing to control for successful investing is your emotions. We all have our own relationship to money and we react in our own unique way. In December we heard some groans from investors as they watched their returns slip away but we also heard from some who were cheering our purchases… read more.

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.