<October 15, 2025> Born in 1910, my grandfather lived through the Great Depression—an experience that left a deep and lasting impression on him, as it did on many in his generation. He was a hard worker and a relentless saver. Whenever I greeted him with, “What do you say, Gramps?” his response was always the same: “Save your money!” It was great advice, and I listened. By sixteen, I had my first part-time job, and by eighteen, I bought my first CD with a 7% coupon. Those wer

<September 15, 2025> Some investors are comparing the current market cycle to that of 1999—and there are certainly similarities....

<August 11, 2025> One of the top bumper stickers of all time—I Used to Be Cool—is often spotted on minivans. I can relate. After our...

<July 10, 2025> Speculation about a possible Fed rate cut in July has been building. Seeking clues, investors tuned into Jerome Powell’s...

<June 4, 2025> I was sitting at a traffic light last week and noticed the sign above. Very clever—and very true. It’s hard to believe...

<April 30, 2025> Federal Reserve Board Chair Jerome Powell was in Chicago last week presenting at the Economic Club of Chicago. He was...

<March 27, 2025> It’s that time of the year again: high school softball season! I always look forward to watching my daughter’s team...

<February 20, 2025> At the end of 1999, I developed a small rash on the back of my head. It felt like a bug bite and itched badly. After...

<January 17, 2025> I recently had breakfast with two old friends. One of them brought up the stock market and how pleased he was with his...

<December 10, 2024> On a recent Friday night, my son was playing video games with his friends. I asked him if he wanted to do something...

<October 24, 2024> Last week I was sitting at a traffic light when a shiny new Corvette pulled up next to me. It was a sweet ride. I’ve...

<September 27, 2024> As far as seasons go, fall is hard to beat. Not too hot and not too cold. The leaves are changing colors and...

<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...