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Q2 2019 : Spotting Rip-Currents & Navigating Negative Yields!

The Day I Nearly Died Watching waves crash can have a very peaceful, calming effect on most people… The rhythmic, circular motion of massive energy passing through enormous bodies of water manifesting as thunderous booms or tiny ripples at the sandy shoreline; for those who have never experienced them, I would recommend you give them a try. The wind,…

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You can’t be Serious?!

Today we’re going to talk to you a little about the Fed.  We’ll keep it high-level as we intend to go into much greater detail in our upcoming quarterly; but for now, please find our thoughts below… I have to say that it was nice taking a breather from discussing the “Fed” the last month or so. Though, given the FOMC’s decision on interest rates…

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June 2019 : The Fed: Data Dependent or Defending their Position?

You can’t be Serious?! Today we’re going to talk to you a little about the Fed. We’ll keep it high-level as we intend to go into much greater detail in our upcoming quarterly; but for now, please find our thoughts below… I have to say that it was nice taking a breather from discussing the “Fed” the last month…

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May 2019 : Extend and Pretend!

Introduction “They owe the bank more than $34-million dollars and haven’t turned a profit in over 6, maybe 7 years… They lost another million in Q1, but the bank keeps giving them more money…” This above comes from a recent conversation that I had with a very good friend of mine. His perspective is unique as is his clientele…

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Q1 2019 : Building our Legacy starts with a Strong Foundation

Announcements We have two brief announcements this quarter; having poured a tremendous amount of work into both of them, we hope you take the time to read them. Building our future Legacy starts with a Strong Foundation. When we opened our doors, a primary goal was to foster change. We believe we accomplish this by challenging investors to think…

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Think Different

As a father of two little girls, I constantly think about the lessons I would like them to remember if something were to ever happen to me. Critical thinking and the ability to question should be at the top of their list. My wish is that they are firm in their convictions, rather than simply falling in line with…

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Fierce Independence

Nothing gets in the way of our doing the right thing to help you make smart decisions for your financial well being. We err on the side of prudence. Our website opens with a quote from Reverend Theodore M. Hesburgh, C.S.C. President Emeritus, University of Notre Dame “My basic principle is that you don’t make decisions because they are…

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Unlocking your Potential

Second to your primary residence, the bulk of assets most individuals have saved come in the form of 401k savings. While most individuals believe these assets are “untouchable”, what if you had the ability to unlock the power of your 401k and reduce fees at the same time? Did you know that more than 70% of all 401k plans…

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4Q 2018 : The Fed: 650… 525(+400)… 250(+?)…

Year in Review On November 26th, 2018, as reported by MarketWatch, over 90% of the 70 asset classes tracked by Deutsche bank (and cited in the WSJ) were on track to be negative for 2018. That was before December, which then became the worst performing month since the Great Depression. Below find a Recap of major indices and sectors…

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3Q 2018 : Let’s Play a Game – Millionaire vs. Billionaire

We’re still working on dialing in our quarterly, though, for now we’re going to stick to last quarter’s formatting: Announcements Observations What every investor should learn from billionaire Paul Tudor Jones Let’s play a game Millionaire vs. Billionaire X Marks the Spot A look back at the previous quarter. We dissect the model; specifically, why we own what we…

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