2025

Days of Our Lives

June 9, 2025

Daytime soap operas have not been the same since “Days of Our Lives.” Known for its controversial subjects, it aired from 1965 to 2022. Today’s political news cycle continues to be a running soap opera of sorts.  Wave after wave…

Read More

Will SBICs Thrive Under Pressure?

June 2, 2025

So far, 2025 has been a year of surprises from Washington. Among the changes have been headcount reductions in the federal government, including a 43% workforce reduction in the Small Business Administration (SBA) driven by the cost cutting efforts of…

Read More

Does Patience Bring Good ‘Fortune’?

May 27, 2025

Good fortune comes in all forms. Warren Buffett is fond of mentioning his good fortune to be born in the USA. He has also experienced the good fortune of lucid longevity, despite what strikes me as ill-advised dietary habits, including…

Read More

Take the Smooth Road to Wealth Accumulation

May 19, 2025

I was cheered recently when a client referenced the deleterious effect negative returns have on wealth accumulation. He pointed out that a 25% loss requires a 33.3% gain to get back to flat. Steep losses are a killer when it…

Read More

A Silver Lining for Higher Rate Environments?

May 12, 2025

Interest rates are currently hovering near their highest point in years. Most headlines focus on the resulting challenges such as more expensive debt. But there is a silver lining we shouldn’t overlook – elevated interest rates create opportunities for estate…

Read More

The Wisdom of Warren Buffett Continues

May 5, 2025

As many of you know, I listen attentively to every word from the Oracle of Omaha. Most recently, at age 94, he held court at the AGM of Berkshire Hathaway, his last as CEO of the company he built. I…

Read More

Epic Adventure Awaits: Universal’s Newest Theme Park

April 28, 2025

Earlier this month, I had a brief layover in Orlando. As you can expect, throughout the airport, banners and signs invite tourists to visit the main attractions – the theme parks. The always-familiar Disney and Universal Studios capture the majority…

Read More

Egg Prices Fall Just in Time

April 21, 2025

This year, while sitting around the kitchen table with family dyeing eggs as part of our Easter Sunday tradition, the recent spike in egg prices naturally came up in discussion. Several members of my family made quips about how the…

Read More

Predictability in the Madness

April 14, 2025

Every year, Nicholas Hoffman & Co. hosts a firmwide bracket competition for the NCAA March Madness tournament. As someone who knows very little about college basketball, I usually make my picks based on rankings and whether I like the team…

Read More

Current Market Turbulence

April 7, 2025

The new tariffs on imports to the US have caused turmoil in stock markets worldwide. The current US administration believes these tariffs will help rectify the negative trade balance the US has with most countries, which it sees as damaging…

Read More