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Whatever the topic (interest rates, economy, a specific company, etc.), if we feel we can give you a different viewpoint, simplify the topic, or just apply some sanity, we will take a crack at it... in our own unique way. We know investment success is a product of staying invested for the long-term.  And our goal is to share as much info/data that you, too, will one day ignore the short-term noise so you can enjoy the long-term gains.


In addition to social media outlets, we utilize our blog,, as well as client quarterly newsletters to disseminate information.

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Latest Posts:
July 2nd, 2022: The Opportunity Hiding In Short-Termism… Look No Further Than “The Toll Road In The Sky” 
July 2nd, 2022: Elon's Twitter Buyout Offer... The Market Top (Or At The Least A Sign Of What Was To Come) 
June 24th, 2022: How Quickly We Forget The Recent Past... Why?
May 24th, 2022: The Power Of Dividends (Especially In A Nine-Year Bull Market)
March 27th, 2022: The Free Loan To The IRS (AKA Your Tax Refund)

Quarterly Newsletter

Recent Newsletters:
Q3 2022: We Weren't Kidding When We Said "Don't Fight The Fed"
Q2 2022: What The Fed Giveth... It Taketh
Q1 2022: Welcome Back, Mr. "Normal" Market
Q4 2021: Observations From A Year (Actually, Two). We've Never Seen It's Equal

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