What Is Scarier Than COVID? On September 13th, the financial markets plummeted. It was the steepest daily drop since the middle of the COVID crisis.

Enduring a difficult year, investors are questioning strategies and holdings. Many question if the bloom is off the rose for Environmental, Social and Governance strategies.

How do you give away billions? On the surface it’s a simple question. However, what if you want to make a lasting quantifiable impact? What

The allure of private ventures is similar to the mega jackpot. You get the call. “I’ve got a private investment deal. There are very few

Hey, buddy…have I got a deal for you. How about a clean Mercedes for under ten grand? Sounds crazy, doesn’t it? Trying to find a

The other evening as I was leaving a meeting, a few stragglers remained. A casual question was asked, “Do you have any big plans for

When I got into the investment business I remember studying time value of money formulas and capital asset pricing models. I thought Wall Street, and

With the broad US stock market down more than 15% this year and the tech heavy Nasdaq down 25%, many investors are shellshocked. They loved

A Gambler or A Business Owner In the last three days, the Dow Jones Industrial Average sold off more than 800 points twice. Inflation is

Recently, a group of friends got together to watch a ballgame. As the night wore on, Jeff started to complain. The stock of Lockheed Martin,

With the two-year anniversary of the pandemic upon us, most people were just hoping for a return to calm and normalcy. The first quarter delivered

With oil prices spiking above $100 per barrel, certain elected leaders are making bold statements such as, “to the oil and gas companies…its no time