Welcome, 2023

So far 2023 is looking good for investors! As illustrated in the chart below the…

A Quick Note Regarding Investments

Our clients’ portfolios gained value in October. Every one of them. The portfolio that gained…

Treasuries, Vaccines, Anniversaries, & More

“You can get so confused that you’ll start in to race…and grind on for miles…

July 2022 – Investing, Lifespan, RMDs, Vacation

Investors suffered losses during the first half of 2022. The picture below tells the story.…

Big Sale on Stocks!

Good news, investors: Wall Street is holding a sale, offering stocks at 20% off! The…

What would Warren Buffett do?

One hundred eleven billion, four hundred million dollars. $111.4B. $111,400,000,000. This is Warren Buffett’s approximate…

A Lesson About Planting Trees.

The best time to plant trees. Everyone agrees that trees are good. Trees provide oxygen…

ARKK and Jayne’s Knees Are Doing Better

My Jayne has suffered with arthritic knees for the past several years. Last July she…

Investor Behavior and a Bit About Inflation

Economists and psychologists have conducted studies to determine whether investors always act rationally. They don’t.…