How High Is That Wall?

Dear Friends, How High Is That Wall? Well actually – not THAT wall.  Not the border wall – we’re talking about the “Wall of Worry”. There’s an old saying that bull markets climb a “Wall of Worry.” This wall is…
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Back to The Future: Volatility and Trade Agreements

Dear Friends, Recently, thanks to the content-editing app VidAngel, our (Mitch’s) family has been watching classic movies that we previously couldn’t watch because of certain scenes or language that we didn’t want our 9 year-old son to repeat at school…
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Bitcoin, Diversified Portfolios, & Tax Reform Bill

Happy New Year: China May Pull the Plug on Bitcoin Causing a World-Wide Economic Collapse Did that get anyone’s attention?  That’s what headlines are designed to do, but as we know, they are frequently sensationalized and misleading, especially as it…
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Stewardship: Weathering the Storms for Long-Term Prosperity

Recently, as we sat watching the aftermath of the latest hurricane and the devastation of Puerto Rico, my nine-year-old looked on sadly at all the families searching for loved ones in the rubble and asked, “Dad, what can you do…
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Back to School: A Letter to Ms. Frierson

Dear Ms. Frierson, I hope this letter finds you well.  You probably don’t remember me, but I was in your kindergarten class in 1976 at Andrew Jackson Elementary.  You were my first teacher and my first memories of school as…
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Return on Life (ROL) and Innovating for Superior Outcomes

Exactly 10 years ago, Steve Jobs and Apple introduced the iPhone and changed our world forever.  Remember what the world was like 10 years ago?  Not only was there no iPhone, there were no apps, Twitter, or Instagram…and Facebook had…
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The Art and Science of Pursuing Successful Outcomes

The term “Successful Outcomes” has become a poplar theme in today’s Financial Industry lexicon. Whether it’s specific to retirement planning or other financial planning goals, there seems to be an increasing awareness on determining and pursuing the key ingredients that…
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A Year to Remember

Now that the dust has settled on 2016, it will be remembered as an excellent year for equity investor.  However, the headline numbers for the year don’t even begin to tell the story. It seems like a distant memory now,…
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Hurts So Good

Hurts So Good As we consider the solid year-to-date performance of the investment markets, it reminds me of one of my favorite and most iconic songs of the 80’s. In 1982 John Cougar Mellencamp released his first iconic album. There…
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