<August 27, 2024> One Up on Wall Street was published in 1989. Co-authored by Peter Lynch, the book is filled with common sense wisdom...

<July 26, 2024> It’s that time of the market cycle—when sensible advice and positioning is tossed aside for the chance of making a...

<June 28, 2024> While attending Stetson University in 1992, I enrolled in an investment class taught by a small cap portfolio manager....

<May 29, 2024> I grew up in a small town outside of Louisville, Kentucky. I’m not even sure I’d call it a town – more like a zip code. We...

<May 1, 2024> You can learn a lot about the financial markets by watching Seinfeld. In season 7 episode 114, Jerry and Elaine have a...

<March 28, 2024> When it comes to basketball, I’ve always been on the B-team. I never made varsity but was a pretty good intramurals...

<February 21, 2024> Last week my son and I went for a bike ride. Before departing, I noticed the chain on my bike was a little rusty, so...

<January 16, 2024> The investment management industry is filled with thousands of extremely smart people. Top in their class smart. It...

<December 27, 2023> Christmas parties are often entertaining. They can go in many directions depending on who you meet and speak with....

<November 27, 2023> For those considering moving to Florida, instead of checking with your real estate agent, you might want to speak...

<October 31, 2023> If there was a list of the best jobs of all-time, serving ice cream would be near the top. While the pay is low, so is...

<September 19, 2023> The song “Cat’s in the Cradle” by Harry Chapin was released in 1974. The song is narrated by a man who is too busy...

<August 23, 2023> I had breakfast with an old friend last week. We talked about family, work, and sports—the usual stuff. He asked me how...

<July 12, 2023> From a career standpoint, graduating college in 1993 wasn’t ideal. The job market remained impaired from the 1990-1991...

<June 7, 2023> In May 1991 I returned home from college to search for a summer job. My go-to gig at Baskin Robbins was no longer...

<May 5, 2023> While working as a small cap analyst in the mid-1990s, I followed a company called Pactiv Corporation. Pactiv was best...

<March 23, 2023> It was the first day of first grade and things were going smoothly. I was introduced to my teacher, classmates, and...

<February 15, 2023> Two years ago, our local animal shelter sent out a plea for residents to adopt a cat or dog. After COVID-related...

<January 11, 2023> One of my favorite routines is going out to breakfast with my son. We go once a week and usually arrive before 8 a.m....

<December 16, 2022> It’s that time of the year again! It’s when we receive notice of our family’s largest expenditures, such as property...