The American Dream

American flag waving against a clear blue sky.

I just returned from a trip to San Francisco, where I took a ride in a Waymo for the first time! For those of you unfamiliar with Waymo, these are driverless taxis. It was an incredible experience! As someone who believes in the powerful creativity of this country, I would like to share the following…

Read More

2025 Tax and Retirement Changes: What You Need to Know

Maze shaped like the number 02 with intricate pathways.

As 2025 gets underway, there are several key changes in tax and retirement regulations to know. Here’s an overview of the most interesting. Retirement Contributions The contribution limits for qualified retirement plans, including 401(k)s and 403(b)s, have increased by $500, bringing the new limit to $23,500. Individuals aged 50 or older can contribute an additional…

Read More

Predicting the Future

Person reading a business newspaper with a blurred plant in the background.

Would you like an extremely well-paid job for making forecasts that nobody seems to expect to be correct? Such jobs must exist because every year, major banks and brokerage houses produce ‘target ranges’ for the performance of the S&P index for the forthcoming calendar year. 2025 is no exception. From Goldman Sachs to Deutsche Bank…

Read More

Is the Private Equity Environment Improving?

Two businesspeople shaking hands in an office setting.

Private equity managers have recently faced a challenging exit environment for the businesses held in their funds. Inflation, higher interest rates, and economic uncertainty have created headwinds, which have slowed exits and prolonged any release of liquidity for investors. Some of these challenges are now abating. Could private equity exit volume be poised for a…

Read More

Streaming Power 

Hand holding a remote control pointed at a blurred TV screen displaying multiple streaming options.

Last Friday, Atlanta saw snow for the first time since 2018. Naturally, the city went into “bunker” mode. This gave me plenty of time at home over the weekend. There is something very peaceful about admiring the white landscape, all while enjoying a hot cup of coffee. I spent much of the time exercising the…

Read More

Our Most Precious Asset

Close-up of couple holding hands, showcasing wedding rings and a bouquet.

At our New Year’s Day dinner, my family took time to reflect on the life of President Jimmy Carter, who passed away on December 29th at the age of 100. While his presidency, his post-presidential work, and his legacy have been widely discussed and written about, the focus of our conversation centered on the relationship…

Read More

The First Job: Lessons Beyond the Paycheck

Two upside-down wine glasses casting shadows on a cloth.

During playoff season, my son’s football team enjoyed a pregame meal at LongHorn Steakhouse. Just hearing the name brought back a flood of memories. LongHorn was where I had my very first job. I was 15 years old, determined, a little naïve, and I wouldn’t take no for an answer. Growing up in a small…

Read More

Wishing You Joy This Holiday Season!

Gold 'happy holidays' text with star decorations on a frosted glass.

As the holiday season approaches, we want to take a moment to express our heartfelt gratitude to you – our valued clients and investors. Your trust and partnership have been the cornerstone of our success this year, and we couldn’t be more thankful for having the opportunity to collaborate with you. 2024 has been a…

Read More

The Other Buffett Letter

Portrait of an elderly man in a suit and glasses seated in a chair.

Warren Buffett is renowned for his ability to make money and for having run a very profitable business for an exceptionally long time. Annually, he writes a letter to the shareholders of Berkshire Hathaway. Investors eagerly anticipate the opinions Buffett expresses in these letters on a wide range of issues. This year, it is not…

Read More

The Story of Bauer

Four puppies sitting on a stone ledge next to a thank you card.

The name Bauer has two very different meanings to me…. My first pair of ice hockey skates were made by Bauer. These skates were clunky and not very stylish, but they were the more affordable option in the early seventies. At the time, the two major suppliers of hockey skates were Bauer and the Canadian Cycle…

Read More