December 2019

Complexity When was the last time you went to the bank? I mean physically walked up to a teller in a brick and mortar location? Some may answer this question easily as small businesses owners may still deposit their daily “cash” in-take, while it might take others quite a bit of time to think about it. Banking has transformed…

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November 2019

The More things Change… It’s been 23 years in the financial business and I often wonder what my life would be like if I was as blind and ignorant as to how equity markets functioned today, as I was in 2000/2001 when clients watched “diversified” Unit Investment Trusts (UITs) get decimated during the tech bubble? Or had I not…

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Q3 2019

Viva Las Vegas Working alone leaves one quite a bit of time pondering self-beliefs. Whether we manage the bulk of our client’s financial net worth or a mere fraction of it, there is little room for bias, obtuse thinking or pride.  In an effort to keep our mindset “in check” we make a concerted effort to study and approach…

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September 2019

Lighting Money On Fire “We are a community company committed to maximum global impact. Our mission is to elevate the world’s consciousness. We have built a worldwide platform that supports growth, shared experiences and true success. We provide our members with flexible access to beautiful spaces, a culture of inclusivity and the energy of an inspired community, all connected…

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August 2019

If you knew the odds of any specific outcome was 85% in one direction or another, what would you do?  In previous notes we’ve broached the subject of discounting outcomes; today we’re going to discuss placing the odds in our favor, displaying it in real time…  We titled a section, “Cloudy with a chance of Meatballs” in our 4Q2017…

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Q2 2019

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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June 2019

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

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

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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