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Interesting Stat of the Week …

Interesting Stat of the Week …

How do you feel about All Time Highs? In this week’s Investment Academy class, we showed how to invest in Gold and how owning it can protect your portfolio.. Gold sits in the Protect part of our passive portfolio. As a reminder, our easy-to-implement portfolio...
Pausing….

Pausing….

Take a break to see the big picture .. A quick shout-out to my son Aaran who reviews and proofreads all my emails before they go out.  He provides valuable input and clarity to shape my thoughts. His last review noticed my numerous references to Warren Buffett in...
Markets Always Rise – But Never in a Straight Line

Markets Always Rise – But Never in a Straight Line

How Volatility Helps Us … For patient set-and-forget investors, the recent tariff-driven volatility was overdue and welcome. Pullbacks enable long-term investors, like myself, to accumulate quality assets at better prices.  As Warren Buffett says: “The...
Trump’s Tariffs and Markets

Trump’s Tariffs and Markets

Here’s What I’m Doing (and Not Doing) …. Plus – Listen to our views on new podcast episode The recent market volatility from Trump’s nonsensical measures have, of course, been felt in my own portfolio. Stocks are still higher since the...