Our take on the markets.

From the Engine Room: Q3 2020

You Are In Control

If you are one who feels you are just a skin encapsulated bag of tendons and bones, victim to the world and outer circumstances, stressed […]

From the Engine Room: Q2 2020

The Economy and The Virus

Not since the 1960s and 70s has the United States experienced upheaval like it is experiencing today. We have […]

From the Engine Room: Q1 2020

An Economic Cliff or a Pothole

“Riding out this historic decline is how investors will earn the premium returns of stocks when the firestorm of terror burns […]

Coronavirus and Market Volatility

Coronavirus and Market Volatility

Market declines are an inevitable part of investing — what matters is how we respond. Nevertheless, periods similar to this past week may […]

From the Engine Room: Q4 2019

Eliminating Stress with a Plan & Gratitude

a“Nothing can stand up to gratitude. There’s no negative emotion — not fear, not self-doubt, not sadness, and […]

From the Engine Room: Q3 2019

Discovering the Truth

If we asked you to hold your breath or stop blinking, how long could you do it? A minute, maybe two? Now, what if we asked […]

Key Questions for the Long-Term Investor

Whether you’ve been investing for decades or are just getting started, at some point on your investment journey you’ll likely ask yourself some of the questions below.


Trying to […]

From the Engine Room: Q2 2019

The Truth in Silence

When it comes to making financial decisions, how do you know what is “noise” and what is substance? Even educated judgments can be very “noisy,” […]

From the Engine Room: Q1 2019

Danger: The Flood of Information

Did you know that of the 2,786 equity (stocks) mutual funds in existence in 2004 that only 51% of those funds still […]

From the Engine Room: Q4 2018

A New Year’s Resolution for Health and Wealth: Focus on the Inside Value

We have all been programmed to think the way we do about investing through […]