by Montgomery Gossen | Aug 15, 2022 | Blog
It is both easy and convenient to ignore the harsh truth of mortality. While we try to focus on the good things in life and living in the present, acknowledging the inevitable throws a silencing wrench into our plans. It cuts things short, causes disruptions, and...
by Montgomery Gossen | Jul 6, 2022 | Blog
Through June 28th, the S&P 500 Index has tallied a -20% return over 68 negative trading days this year1. With each additional negative day in the markets, investor confidence continues to erode. As the emotional toll builds, it reaches a terminal velocity where...
by Joseph "Bo" Billeaud | Jun 18, 2022 | Blog
How many billionaires are there today in the United States? While there is no definitive count, most estimates put the number at no more than 1,000. Whatever the precise number, given the power of compounding, there should be many times that number of billionaires in...
by Joseph "Bo" Billeaud | May 19, 2022 | Blog
Charlie Ellis, called Wall Street’s wisest man by personal finance columnist Jason Zweig of the Wall Street Journal, is a renowned investment consultant I have quoted many times. The thrust of his advice (indeed, he wrote the book on it) is for investors such as us...
by Joseph "Bo" Billeaud | May 9, 2022 | Blog
A booming economy. Animal spirits in the financial markets pushing speculative stocks up to unheard of valuations. Rising inflation pressures pushing bond yields upward. An overseas war dominating the news cycle… Sound familiar? The second half of 2020? 2021? Early...
by Joseph "Bo" Billeaud | Apr 27, 2022 | Blog
Everybody knows – 1. Inflation is back. 2. The Fed is going to continue raising interest rates until inflation breaks. 3. Rising energy prices, food prices and interest rates are an economic depressant, but the Fed’s got this. Here’s what everybody doesn’t know...
