Portfolio Management & The Presidency As sure as the sun sets each day, every four years, people obsess over what will happen if Candidate X

The Do It Yourself Refi Our clients, Megan and Blake, recently called asking for advice on an opportunity to refinance their mortgage. I thought this

Ivy League Lessons For Success I was recently asked to lecture a business class at Harvard. The class of in-coming sophomores were looking to enter

Evaluating Homeownership The last year has been a whirlwind for Craig and Marcy. The couple both graduated from college and married a short time later.

Beating The Virus Again If you’re under the age of 70, you may have forgotten that we have been here before. We battled a mysterious

Which Factors Matter Just before the coronavirus lockdown, my Texas Lutheran University students competed in the Texas Investment Portfolio Managers Symposium. Their focus and dedication

Choosing The Right University With little time remaining in the school year, many high school seniors are attempting to make the largest financial decision of

Quarterly Commentary & Five Charts Covid 19: What Investors Should Learn The impact of the coronavirus on financial markets will be the type of event

Wrestling The Russians & The Slippery Oil Market After a recent OPEC meeting, neither the Russians nor Saudis could agree on oil production quotas. As

What Is The Market Telling Us? With the market down more than 1,800 points in two days, Mitch called and asked, “What do you think

Emotional Mistakes & Your Investments From time to time, we run into a person with strong ties to an asset. Sometimes it is strictly a

Financial Management In A Coronavirus World If you listen to the news, the latest on the coronavirus will curl your toes. You are left with