Investment Commentary

September 30, 2026

Empty Nest—3rd Quarter 2026 Commentary

Empty Nest A Story of Growth, Friction, and a Black Lab Seven years ago, my […]
September 30, 2026

3rd Quarter 2026: Market and Economy

The S&P 500 is up 86% over the last three years; surely that can’t continue! […]
July 31, 2026

When Cash Is Too Comfortable

Over the past several years, I have had more conversations about cash than at any […]
June 30, 2026

America at 250 … Hot!—2nd Quarter 2026 Commentary

America at 250 … Hot! God Bless America! I hope you and yours enjoyed celebrating […]
June 30, 2026

2nd Quarter 2026: Market and Economy

Stocks bounced back in a big way in the second quarter. After sliding in the […]
May 3, 2026

Mag 7 – When Too Much Success Becomes a Risk

Over the past three years, we’ve enjoyed strong market performance, with the S&P 500 repeatedly […]
March 31, 2026

Dump Trucks and Data Centers—1st Quarter 2026 Commentary

Dump Trucks and Data Centers “I want to be a worker on the highway. I […]
March 31, 2026

1st Quarter 2026: Market and Economy

For years, the story for investors has been written on silicon—chips, data centers, and the […]
January 27, 2026

The Hidden Risk of Success: Why It’s Important to Realize Gains

Success can sometimes lead to hidden risks. I often hear investors say, “I know the […]