2025

A Weekend in the Mountains

October 13, 2025

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…

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Smaller Buyer Pool, Bigger Stakes

October 6, 2025

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…

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Cycles and Seasons

September 29, 2025

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…

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A Southwestern Road Trip Experience

September 22, 2025

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…

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A Thank You Note Thirteen Years in the Making

September 15, 2025

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…

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Employment – A New Normal?

September 8, 2025

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…

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The Honey Deuce Economy

September 3, 2025

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…

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Avocado & Wasabi

August 25, 2025

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…

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Coins spilling out of a glass jar onto a dark surface.

In Change, U.S. to Stop Making Cents

August 18, 2025

The penny has long been a quiet fixture in American life—a copper sparkle caught between couch cushions, a lucky find on the sidewalk, the face of Lady Liberty originally, and later Abraham Lincoln, passed from one hand to another for…

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The Tower Bridge in London with its bascules raised.

The Exodus of Wealth: UK’s Economic Crossroads

August 11, 2025

Returning from the UK, I was struck by a headline in a British news magazine, The Spectator, that read, “Rachel Reeves couldn’t be prouder of crippling the economy.” While provocative, the sentiment echoed conversations I have had with family and…

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