Mission Accomplished

Four years ago, I decided to create an investment firm to answer the questions my clients had always been asking: ๐—›๐—ผ๐˜„ ๐—ฑ๐—ผ ๐˜„๐—ฒ ๐—ฏ๐—ฒ๐—ฎ๐˜ ๐˜๐—ต๐—ฒ ๐—บ๐—ฎ๐—ฟ๐—ธ๐—ฒ๐˜ ๐˜„๐—ต๐—ถ๐—น๐—ฒ ๐˜๐—ฎ๐—ธ๐—ถ๐—ป๐—ด ๐—น๐—ฒ๐˜€๐˜€ ๐—ฟ๐—ถ๐˜€๐—ธ? Today I celebrate success with my clients and staff who believed in me and my vision for a better investment strategy. Today, I celebrate the American dream that is not …

Market Update

Stocks Earnings growth for the year is predicted to be 9.8% (up from 7.1% at start of year). Since 1980, the market has been down through April for the last 15 years. The average May through September return in those years is -1.5% vs. +8% in the other years. Highlights Net profit margins are expected to be 12.1%, above the …

March Madness Lives Up To It’s Name

We wanted to have a little friendly competition this year for March Madness. Wow, the last few weeks have really lived up to its name with plenty of upsets and impressive runs by lower-seeded teams. Congratulations to Chris Johnson for snagging the number one spot in this yearโ€™s March Madness Bracket. His winnings?! A beer, steak, and this awesome fake …

Market Update

Stocks The stock market has had significant recovery. The S&P was down 13% at one point this year, but recovered to ~4.9% in Q1. Data continues to show an inflation problem along with supply chains challenges (including China).Highlights 8 of last 11 tightening cycles have led to recession With inflation so high, this tightening will be aggressive Wages arenโ€™t keeping …