The Power of Compounding In a recent class, my students at Texas Lutheran University were reviewing their investment portfolio. Since inception nearly fifteen years ago,
Good-Bye To My MVP With every sport and season there is an MVP. And yet, this award is never given for being a good family
Financial Strategy For The New Year With the New Year upon us, I recently had a conversation with a client to assess the year in
Investment Lessons From 2022 Regardless of investment preferences, this has been a tough year. However, it’s only a waste if nothing was learned in the
Ten Things To Know About Sam Bankman-Fried & FTX Recently, Sam Bankman-Fried (SBF) has been on the news for the wrong reasons. SBF is another
Giving Thanks We live in a world that is challenged. Many think this is the worst it has ever been. The war in Ukraine is
Learning From Investment Greats If David Rubenstein walked by on the sidewalk, you probably wouldn’t notice him. However, in the world of private equity, he
The End Of The Dollar Over the last six months, several clients have posed questions regarding “the end of the dollar.” Underlying this fear is
How The Hostage Rescue Team Makes Decisions Sean Cox, retired Supervisory Special Agent, FBI SWAT Operations Unit and Hostage Rescue Team Sean Cox was my
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