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November 2023
November 2023 – In this issue Taking Fate into Your Own Hands Monthly Market Commentary Download
November 2023
November 2023 – In this issue Charitable Contribution Complexity The Bumpy Part of the Roller Coaster Monthly Market Commentary What Happens When You Fail at Market Timing Download
What Is the Market Thinking?
If ever there was a time when we would expect the collective market sentiment to suddenly decide that stocks are overvalued and cause a bearish plunge in stock prices, it … Read More
October 2023
October 2023 – In this issue Tax Cuts & Jobs Act of 2017 Soon to Expire Preparing for a Successful Third-Party Sale Download
October 2023
October 2023 – In this issue Opportunities in a Downturn Heads I Was Good Tails, My Luck Was Bad The Looming Revert 2023 Third Quarter Investment Report Download
How Do You Plan for a Future You Can’t Accurately Predict?
In 1992 American political scientist Francis Fukuyama published The End of History and the Last Man. This highly regarded book declared that global politics had reached its final stage. Liberal … Read More
Stop Focusing On Daily Returns
Not only will focusing on daily returns likely drive you crazy, but it’s nearly impossible to draw an inference as to how coming months, quarters, or years may play out … Read More
September 2023
September 2023 – In this issue Business Leader Loneliness and the Antidote of Peer Forums by Brad Lee Getting the Value You Deserve for Your Business Download
Why We Tend to Trick Ourselves into Making Bad Trades
Hans Christian Andersen recorded a folktale about a poor farmer who takes his horse to market to sell or exchange for something that will be more practical for his farm. … Read More
September 2023
September 2023 – In this issue Strive for Antifragile, Accept Resilient, and Don’t Rely on Crowd Funding Bond Complexities Housing Starts in Decline Download