2025

I came across an article the other day: “How Buffett’s Favorite Comic Strip Reveals the Secrets of Compounding.” Warren Buffett’s legendary success, averaging 19.9% annual returns over six decades, owes much to two principles: compounding and tax efficiency. Surprisingly, one…

The growth of online gambling has been remarkable, and there is no sign of a slowdown. The global market is now ‘worth’ over $100 billion annually and projected to double over the next ten years. The drivers of growth include…

I spent the weekend in the quaint little town of Brevard, NC. For those unfamiliar with Brevard, the town sits in the Western North Carolina (“WNC’) mountains and is famously known for its waterfalls and beautiful surroundings. Brevard provides easy…

This week, our house officially went on the market. Getting to this point has been a whirlwind of cleaning, staging, and making sure every detail was just right for the open house and future showings. Selling a home always brings…

You may be feeling the shift. Summer has faded, the sun is losing some sting, darkness is coming earlier, the kids are back in school, and new routines have settled in. Global stock markets, however, recently reached bright and scorching…

There’s something timeless about a road trip through the American Southwest. The open highways, red rock canyons, and desert skies evoke a sense of freedom and possibility. Yet beneath the scenic beauty lies a dynamic region undergoing fundamental changes. Starting…

I got a call from a long-time client asking if they could come to my office on Friday. They said it would be a short meeting and asked if they could bring someone with them. I agreed, of course, and…

This past week’s news presented some interesting facts about the state of our labor market. First, last Friday, the August jobs report was released, showing that only 22,000 new jobs were added.  Economists were expecting new jobs in the range…

At the US Open, amidst the roar of the crowd, a positive economic story is being told. It’s in the sale of the “Honey Deuce,” the tournament’s signature cocktail, priced at a notable $23. The drink’s immense popularity, with over…

In our line of work, continuing to learn is essential. There are many ways to learn new things. You can set about the task directly, or you can take a more passive approach and see what you can glean from…