Transform money from a source of worry to a resource for fulfillment®

“Wisdom is a shelter as money is a shelter, but the advantage of knowledge is this: that wisdom preserves the life of its possessor.” Ecclesiastes 7:12 (NIV)

“There are people who have money and people who are rich.” Coco Chanel 1883-1970



2020 Second Quarter Report & Outlook

The investment strategy I am currently pursuing on your behalf is based on two questions: What is the probable financial outcome given both... Read More

COVID-19 and Its Economic Repercussions

COVID-19 and Its Economic Repercussions As you might imagine, I often find myself working late these days (some of you can attest to this... Read More