#122 - Small Businesses Owners Turn Optimistic

Last year, we began adding gold and silver mining companies Up Capital Model portfolios. Let me first give credit to client, Annie Alexander, who first introduced the idea of miner stocks early in 202...

21 Jan 18min

The year has now begun with a jolt of geopolitical disruption from Washington. Over the weekend, following months of negotiations with Venezuelan President Nicolás Maduro, President Trump authorized a...

7 Jan 14min

The predictability of investor behavior can feel almost tedious to anyone who closely follows market activity. Major U.S. indices are wrapping up a third consecutive calendar year of double-digit annu...

17 Dec 202517min

As an investment advisor, I've had the privilege of working with clients across the full wealth spectrum from the ultra-affluent to those of more modest means. After more than 35 years in this profess...

9 Dec 202517min

Last weekend, our friends and clients, Justin and Kelli Blackburn, invited us to attend the formal annual dinner benefiting St Jude Children's Research Hospital.  Justin and Kelli are the founders of ...

27 Nov 202514min

Today marks the release of the 2nd Edition of Physicians' Guide to Wealth on Amazon.   And despite its title, this book is not just for doctors. It's for anyone who wants to build wealth, understa...

19 Nov 202515min

Engineers have a remarkable talent for inventing solutions to problems most people didn't even know existed. Consider the humble public restroom. For decades, we managed perfectly well with the trusty...

12 Nov 202520min

If you missed the market rotation mid last year to gold and precious metal miners, you may be asking if it's too late to jump on? We started adding gold and silver miners in the first quarter of this...

29 Okt 202519min