Using Occam’s Razor For Better Results Recently, I received a call from Michael, a recent business school graduate. He wanted to discuss a valuation model

Identifying An Advisor’s Duty to You According to Gallup’s 2023 Honesty and Ethics poll, a mere12% of American adults believe stockbrokers are highly ethical. This

Seeking Deep Meaning With DeepSeek This week, DeepSeek, a Chinese AI competitor to technologies such as ChatGPT, announced they achieved similar performance, but without the

Fun With Market Math The Averages Are Anything But Average With two strong years behind us, there is one question on everyone’s mind. “What will

Five Resolutions for a Prosperous New Year After the overindulgence of the holidays, many commit to New Year’s resolutions such as exercising more, eating healthier,

A New Years Financial Checklist As we welcome 2025, it is easy to focus on parties, football and food. These things are great. However, it’s

Rethinking College: An Investment in Your Future With rising tuition costs and student debt at an all-time high, many are questioning whether college is worth

Should The US Have Bitcoin Reserves? During the presidential election, President Trump stated he would initiate a cryptocurrency strategic reserve. Many clients have asked for

16 Year End Financial Checklist Items With just a few weeks left in the year, now is a great time to optimize this year’s positioning

America After The Election Thankfully, the election is behind us. However, over the last several months, we have heard many interesting, emotion filled declarations. “If

Think Local, Act Local: Do Not Bet Against America The election is finally over. Every election cycle, many Americans find themselves on an emotional rollercoaster.

Tariffs & The Oprah Tax Cuts Sometimes, people say the funniest things. Dan is an engineer determined to understand the economic impacts of the Harris