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Planning & Economy

Big December 2020

Everything about this year seems BIG. A pandemic. Big swings in equity markets: Down 35% from intraday high (February 19th  to the low, March 23rd ), up 70% from that low to yesterday’s (December 17th) high, HUZZAH…. Big intellects, Big money, Big pharma and Big government intersect to  provide us not one, but two vaccines… Read More


Thanksgiving just passed, “And we might remind ourselves also, that if those men setting out from Delftshaven had been daunted by the troubles they saw around them, then we could not this autumn be thankful for a fair land.” *, I hope you rejoiced as we did with giving thanks for the blessings of living… Read More

Perfect is the Enemy of Good

Flying is a new experience for me. I like new challenges; aviation offers plenty. But it is the learning and the discoveries that are fun. As in all new endeavors, a guide is required. My Certified Flying Instructor has been flying for over 44 years. Yes, he has the patience of Job. A line from… Read More

Elections and Stocks: Wishes & Myths

Well, somebody did it…. We cannot get away from it. The political noise has started, and it is intensifying. Our friends and advocates are asking: What does it mean for my portfolio? “The world, oops, the Bull-Market, as we know it, is going to come to an end if ******* gets elected.” So goes the… Read More

Mid-Year Newsletter

    If you’re reading it, it is history; you know the story. Planning and investing is about achieving favorable outcomes in the future, the unknown. Did you even guess you’d be wearing a mask from time to time this summer? We do not know the future. We would like a peek from time to… Read More

Inspiration: The Wealthiest Guy in the World

Jeff Bezos, the founder of Amazon, is the world’s* wealthiest person. He and a few other technology leaders recently, July 29th – 2020, appeared before U.S. House of Representatives’ Committee on the Judiciary’s Subcommittee on Antitrust, Commercial, and Administrative Law. The Subcommittee was examining the market power and dominance of Apple, Google, Facebook, and Amazon.… Read More


Is it instant for you too? We got sidetracked this past Monday during our Investment Committee Meeting: that is, John, Christina, and I wandered off of the agenda into a series of personal diatribes. Yes, our impatience with the world has increased. Due to, we think, the era of the PDA, Personal Digital Assistant, (remember… Read More

1/2 Empty or 1/2 Full?

How do you look at our world, your world? Did you happen to notice what occurred right in the middle of the most recent noise and turmoil? For example, the uncertainty caused by The Federal Reserve’s Jerome Powell comments, “the economy faces potentially significant long-term damage from higher unemployment and a wave of small business… Read More

Now What?

What? The news is alive with an intensive variety of predictions, forecasts, and prognostications. Just like they were at the start of the epidemic. Most, if not all, of the disease’s models, turned out wrong, as you also know. Now the discussion is turning; I believe it’s becoming about the economy and stock prices. You… Read More

Open-Up Bunky

No wonder Memorial Day saw a bunch of folks frolicking on the shores of Lake of The Ozarks. By every account, comparing predictions, projected infection rates, hospital usage, and deaths associated with the COVID virus to the actual cases convince me that we may have wildly overreacted to this virus.  To wit, “The COVID-19 death… Read More

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