Investment Commentary

June 30, 2021

Lake Wylie–Coming Together: 2nd Quarter 2021 Commentary

Lake Wylie–Coming Together Our company recently gathered for an off-site retreat out at Lake Wylie. […]
June 30, 2021

2nd Quarter 2021: Market and Economy

Market and Economy Summer is here and Americans are once again hitting the road. COVID-19 […]
June 30, 2021

Higher Tax Bills Ahead!

The average investor will face higher tax bills in the years ahead. This is true […]
June 29, 2021

Speculator or Investor—Which are You?

Is speculating different from investing? Is investing different from speculating? The answers, of course, are […]
March 31, 2021

Donkeys for Sale: 1st Quarter 2021 Commentary

Donkeys for Sale I have two miniature donkeys for sale. Maybe. Their names are Murray […]
March 31, 2021

1st Quarter 2021: Market and Economy

Market and Economy What a difference a year makes! With the world shut down a […]
March 1, 2021

That Market Expert Isn’t Your Friend

History has demonstrated that markets go up and down on their way up. Studying a […]
December 31, 2020

Duck Blind: 4th Quarter 2020 Commentary

Duck Blind As I crawled into bed on a recent Friday night I found a […]
December 31, 2020

4th Quarter 2020: Market and Economy

Market and Economy As the pandemic rocked the US economy in 2020, markets nevertheless performed […]