Investment Commentary

December 31, 2025

Labor Shortage—4th Quarter 2025 Commentary

Labor Shortage “The only thing on your to-do list is ‘Take down outdoor Christmas lights.’” […]
December 31, 2025

4th Quarter 2025: Market and Economy

2023, 2024, and 2025: A truly incredible three-year run for markets. That is what we’re […]
November 15, 2025

Psychology & Money: When Two Worlds Collide

More than ever, we’re realizing that our relationship with money—how we earn it, spend it, […]
October 13, 2025

The House Always Wins—Unless You’re Investing

I just finished watching the Carolina Panthers beat the odds and upset the Dallas Cowboys […]
September 30, 2025

Marathon—3rd Quarter 2025 Commentary

Marathon My son Carlton (23) ran a marathon last weekend. He and his friends chose […]
September 30, 2025

3rd Quarter 2025: Market and Economy

Nine months into 2025, headlines have been abundant—but so have returns. We’ve seen nonstop changes […]
June 30, 2025

Robots: On Progress and the Market’s Long View—2nd Quarter 2025 Commentary

Robots On Progress and the Market’s Long View My children accuse me of living in […]
June 30, 2025

2nd Quarter 2025: Market and Economy

Many quarters go by when watching the market can feel like the same old rerun. […]
May 1, 2025

Investment Ingredients: Combining Assets for Optimal Returns

Ever since I can remember, I’ve always enjoyed making baked goods at home. I love […]