Dear Friends: Voters Guide for the Election Just kidding!  We aren’t going that far – there are plenty of those out there if you need one.  However, the November election is top of mind for many of course and with…

July 9, 2024 Dear Friends: Why the Magnificent 7 Stocks have been so magnificent and what is a Nvidia anyway? One of our client’s children recently overheard our conversation about some of this year’s stock performance including Nvidia, and asked…

April 16, 2024 Dear Friends: The Power of Making Good Risk Assessments The popular Netflix series “Stranger Things” is set in a small Indiana town in the 80s and has been widely acclaimed for recreating the social environment and nostalgia…

A Great Year – Facts over Feelings According to recent statistics, the fastest growing mental health issue is anxiety.  Anxiety is now the most common mental illness in the US, affecting over 40 million people, the majority young adults. The…

October 19, 2023 Dear Friends: Charlie Brown’s Football and the Fed Once upon a time long ago, before PIXAR Studios and AI generated children’s movies, there was Charlie Brown.  Originally starting after World War II as a comic strip, Charlie…

July 17, 2023 Dear Friends: Predictions and Investment Lessons from the 1982 World’s Fair In the summer of my (Mitch’s) fifth grade year my family went to the World’s Fair in Knoxville, TN.  In addition to having cool attractions like…