Life in These Times

Dear Friends, It is hard to overstate how much our lives have been dramatically impacted over the last 4-6 six weeks by the COVID-19 virus outbreak. Although uncomfortable for all of us in the near-term, we as a people have…
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The Need for Strong Community

Dear Friends, We have all been getting bombarded with COVID-19 updates – even our electronic document management software company sent an update to tell us they are working from home even though we have never interacted with them on a…
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6 Ways to Manage Market Uncertainty

Dear Friends, Almost 1 year ago exactly we posted onto our blog and quarterly letter a piece called “Recovering from Bad Markets and Flu Pandemics”.   In it was a timeless quote from Sir John Templeton, widely regarded as one…
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The 11th Commandment?

Dear Friends, As we enter 2020, we can appreciate just what a difference a year can make.  Even if you are not of the Christian faith, chances are you are very familiar with the Ten Commandments from the Bible (I…
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Stranger Things – Feeling Prosperous in Turbulent Times

Dear Friends, On July 4th, the new season of the Netflix TV hit “Stranger Things” came out, and if you are like my (Mitch’s) family and 40 million others, you couldn’t wait to tune in and watch what chaos would…
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Bouncing Back from the Flu – and Down Markets

Dear Friends, There are a couple of powerful factors that help explain why most know about the Swine Flu, but very few are familiar with the Spanish Flu. The first is a concept that psychologists refer to as “Recency Bias”,…
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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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