We want to reach out to all of you about the current circumstances we’re all dealing with in in response to COVID 19. First, we understand how overwhelming this can be for people. Second, we want to share our appreciation for the fact that over the past 2...
Last Week… The up and down mood of the world was reflected in the markets. Things were mixed, although they looked better than the previous week. US Healthcare actually came up the most +4.14% It was followed closely behind by US REITS at 3.96% And in 3rd place was...
Perhaps you will recall a well-known novel, Animal Farm, written by George Orwell, that is a classic about animals living together in a hierarchical society. There is an interesting connection in this book to our financial world today. In 1945, when Orwell penned...
Last Week… As fear continued, more of the market followed suit into the downward spiral. We won’t sugar coat it. Most classes fell and fell hard. Mid Cap Value and REITS tied for the steepest falls last week at -13.29% They were closely followed by Small Cap Value...
This week will conclude our series on achieving and maintaining financial wealth. For six weeks we have been learning from Arkad, the richest man in Babylon, his age-old “cures to a lean purse”. And we have seen how his cures parallel today’s principles for...
