Dec 17, 2025
The predictability of investor behavior can feel almost tedious to anyone who closely follows market activity. Major U.S. indices are wrapping up a third consecutive calendar year of double-digit annual gains, with the S&P 500 up 76.52% and the NASDAQ soaring 119.4% since January 1, 2022. Hopefully, relentless negative...
Dec 9, 2025
As an investment advisor, I’ve had the privilege of working with clients across the full wealth spectrum from the ultra-affluent to those of more modest means. After more than 35 years in this profession, one truth has become unmistakably clear: wealth has its limits. In this UPdate, you’ll read examples of clients...
Nov 27, 2025
Last weekend, our friends and clients, Justin and Kelli Blackburn, invited us to attend the formal annual dinner benefiting St Jude Children’s Research Hospital. Justin and Kelli are the founders of Trinity Constructors, a leading commercial construction company with offices in Texas, Tennessee, and Colorado. Listen...
Nov 19, 2025
Today marks the release of the 2nd Edition of Physicians’ Guide to Wealth on Amazon. And despite its title, this book is not just for doctors. It’s for anyone who wants to build wealth, understand financial markets, and achieve financial independence. In this UPdate, we outline key topics in this book that...
Nov 12, 2025
Engineers have a remarkable talent for inventing solutions to problems most people didn’t even know existed. Consider the humble public restroom. For decades, we managed perfectly well with the trusty twisty-knob faucet—left for hot, right for cold. Simple. Functional. Civilized.
Now, in this UPdate, we take a look...