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

01 October 2020

2020 Third Quarter Report & Outlook

My comments are focused on the next three months. I’ve provided links to articles that expand on my views. There is a lot of near-term uncertainty... Read More
01 July 2020

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