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Monday, November 29, 2021

Tuesday, November 9, 2021

Tuesday, November 9, 2021

Tuesday, October 26, 2021

It is time for our quarterly perspective on the investing environment. As always, we focus on four factors to develop our perspective of investments: stock valuations, the economy, inflation, and interest rates. We will never be so...

Tuesday, September 21, 2021

For those of you who don't know, I volunteer with a local program, here in Greensboro, North Carolina, for recovering drug addicts. As you might imagine, life has not always been easy for the folks who come through the program, and for...

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Tuesday, August 10, 2021

Well, if you can believe it, 2021 is a little more than halfway over. To commemorate that fact, we are here with another edition of our Quarterly Asset Management Newsletter. We hope that life is treating everyone well, and as always,...

Wednesday, February 17, 2021

Dear Friends, We hope you are doing well. Before I dig in to the meat of this post, I wanted to first start off by saying that if you, or anyone else, is experiencing a rough time right now, for whatever reason, reach out, or have...

Tuesday, February 2, 2021

We believe there are at least two elements to the Robinhood story that deserve to be told with emphasis. The first element is what you’ve already heard: the oddity that is short selling. The second element that we will discuss...

Tuesday, February 2, 2021

Dear Friends, I’m sure many of you have caught word of what occurred in the markets concerning Robinhood, GameStop, AMC, Reddit users, and others. In case you haven’t, or you don’t really understand what happened,...

Friday, January 15, 2021

Needless to say, things have been pretty dynamic as of late. I’m sure you’re feeling no shortage of uncertainty. So, without further ado, let’s get right into the outlook. Our Three-Point Investment Philosophy We...

Friday, January 15, 2021

I’m doing a little bit something different on the blog right now. I’m working on a series of posts revolving around opportunity, risk, and decision-making. The motivation for this series came out of a discussion that I had...

Tuesday, January 12, 2021

Dear Friend, 2020 was a doozy, wasn’t it? Good Lord have mercy! Do you realize that all in one year our president was impeached, a pandemic encircled the globe, rioting gripped our country, and we teetered on the edge of having...

Monday, November 30, 2020

In case you thought that car insurance was the only thing that a caveman could teach us about financial matters (thank you, Geico®), think again. Take a little trip with me. Let’s go back in time. Yes, if you can believe it,...

Monday, October 12, 2020

Halloween is less than a month away, Thanksgiving is a little over a month away, and Christmas is just shy of three months away. All of that adds up to the fact that it’s time for our 2020-Q3 Asset Management Near-Term Outlook....

Wednesday, September 30, 2020

Full disclosure: I’m a diehard Clemson football fan. If I’m being completely honest, though, I’m really a diehard fan of college football in general. If there’s a game on TV, it doesn’t matter who’s...

Wednesday, August 26, 2020

There are only two types of people who go to the doctor. Can you guess what those types are? It’s a tough question, but I’ll help you out: healthy people and sick people. How do you know which one you are? I suppose you...

Tuesday, August 25, 2020

On more than one occasion, I have had someone respond with surprise, maybe even frustration, about the number of steps and effort required on his/her part to put a financial plan together. This is not a completely unexpected response...

Thursday, August 20, 2020

Whenever I get together with the snoopervisor, it always starts with the typical pleasantries, including some sort of variant of what you been up to? The snoopervisor’s answer of choice to that question? “Just killing time...

Friday, August 14, 2020

I’d like to take a moment to introduce you to Joyce (NHRN). Joyce has been a client of ours for the better part of two decades. She retired about 6-7 years ago and has enjoyed a solid retirement so far, including the occasional...

Monday, August 10, 2020

This newsletter is the inaugural edition of something new that we wanted to start. With the evolution of our services that we have shared with you in previous correspondence, we feel that it is important to communicate regularly to...

Wednesday, July 22, 2020

What we can learn from taking a vacation Four Things We Know About Vacations Vacations don’t solve problems. On vacation, you choose to do the things you want to do the most. Planning for a vacation will most likely take place...

Thursday, May 14, 2020

Like you, we have been profoundly impacted by current events. Learning to live and work in relative isolation is not a transition that we would have ever chosen, but the reality is that a large part of life is how you respond to...

Tuesday, April 7, 2020

When we sit down to get to know someone new, we have observed that there is at least one of three basic emotions that has led to our meeting: Fear Discontent Confusion We believe that… Fear results from feeling as if something...