Market snapshot.
Tactical analysis.


  • Running With Purpose … and Investing the Same Way

    November 19, 2024

    I once trained for, ran in, and completed a marathon. No. Really! Because this happened years ago, I can’t remember exactly “why” I wanted to do this. I just know that after weeks of training, I stood with about 2400 other runners on a cold October morning, wrapped in a heat-retaining black garbage sack, waiting for the start of the Royal Victoria Marathon.

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  • New 401(k) Contribution Limits for 2025 … Including a BIG BOOST!

    November 15, 2024
    READ MORE: New 401(k) Contribution Limits for 2025 … Including a BIG BOOST!

  • Can Experts Be Trusted?

    November 12, 2024

    If there is a lesson, it is to remind ourselves that when it comes to predicting the markets it is probably best to largely ignore the initial reaction of the pundits, talking heads and economists. We just don’t know how this will turn out, good or bad.

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  • Average Ain’t Bad

    November 5, 2024

    When asked, investors have expressed their hope of receiving an “average” return for their investments. But what does this mean?

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  • Long Days. Short Years.

    October 29, 2024

    If we are paying attention, some of our routine experiences can help bring us back into focus. Even if it includes a reversion to the past and a tactless comments from a doctor.

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  • The Best Investment EVER!

    October 22, 2024

    At times we are given an opportunity to enjoy our true riches. Not the kind that can be measured in dollars and cents. But the kind that is measured by shared moments and laughter.

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