Blog
It's about you.
Everyone has high inherent potential for themselves and their wealth. Here is where we share our vision for realizing every ounce of that promise.
Price is What You Pay. Value is What You Get.
November 28, 2024 – Warren Buffett, the Oracle of Omaha, famously said, “Price is what you pay. Value is what you get.”
US Election
November 5, 2024 – US politics and election season tends to introduce volatility and uncertainty, both to the upside and downside, especially in the short term.
Red light signal
November 1, 2024 – Markets have gone straight up, unchecked for 3 months since early August and have moved into overbought territory.
What does money mean to you?
October 30, 2024 – It may represent freedom. Independence. The ability to live your life the way you want to. What else?
Most portfolios are buy and hold, set it and forget it, passive investment strategies. We have a plan.
October 26, 2024 – Most portfolios are buy and hold, set it and forget it, passive investment strategies. They go up and down with the market, and usually work out OK, as long as the markets are going up.