Growth vs. value, the similarities between past and present, and what we think for our clients going forward ..read more

October is cyber security month so Shea interviews Andy E. a national security strategist and expert in counterintelligence and cybersecurity to educate listeners and how to protect yourself. We discuss how cyber criminals use social engineering, phishing, ransomware, bogus calls, spoofing and account take overs to gain access to your accounts. We also educate you on the benefits of Virtual Private Networks or VPNs, Password, 2 factor identification and firewall recommendations ..read more

The late, great Franco Harris is probably best known for an iconic play in the AFC Championship game that became known The Immaculate Reception. It was an incredible, almost unbelievable play. At the beginning of the year markets were starting to price in an Immaculate Disinflation where inflation was simply going to magically decline rapidly to near 2% so the FED could pause rate hikes, then pivot, then cut them and markets would miraculously avoid any economic pain or reckoning. Inflation rarely works like the politicians who caused it would like. Taking a look at Minneapolis’ FED data confi ..read more

At a recent board meeting made up of mostly farmers, I mentioned how farmers really have the right makeup to be great investors. The reason…they understand cycles and nature. After seeing a post on Twitter about this topic, I felt it was a little bit of fate or the world around suggesting this as a topic of discussion. This is a little tongue in cheek, but the underlying rules or tenets of “Thinking Like a Farmer” really do apply to investing success and life in general ..read more

This is the 1st installment in our “front porch” or “real” conversation series. Cathy Quinn started in this industry in 1982 and will officially be retiring after the 1st quarter of 2023. She has been at “the tip of the spear” of financial planning when the investment industry wasn’t really sure why it was even needed while navigating in a male dominated industry. We thought it would be a good idea for our own Kim Penzone to sit down and talk with Cathy about why planning is so important even to those that don’t think it’s necessary and how it has changed and evolved over the years. With 4 dec ..read more

Stanley Druckenmiller is an investing legend whose work focuses on overall market liquidity and flow. In a recent symposium he highlighted and anomaly where one part of our government is stomping on the brake to cool inflation while the other is jamming the gas even harder. Why and what does it mean for markets in 2023 ..read more

How could the Germans invade Belgium and France to truly start World War II when the French built the Maginot line and prepared for an attack in vulnerable areas ? Blitzkrieg radically changed all war strategy and tactics from the previous wars. In investing, as in war…either you adapt and change…or you lose. Markets in the next decade are likely to look a lot different than the last 14 years. Leon Levy’s writings from the 1960’s are as true today as then ..read more

Nature and markets tend to have repeatable cycles. In both, however, it is almost never exactly the same. If history is a guide and Mark Twain’s quote is right, the next 10+ years will look very different than the last 14 or so. Typically what led in the prior cycle, tends to underperform in the next…and vice versa. If this next cycle rhymes with 1968 - 1982 or 2000 - 2009, where should investors focus to prepare for this ..read more

(Planning) Shea and David– In this episode, David interviews Shea about his great passion…travel. Shea shares some memorable adventures from the past and discusses an upcoming family trip to Italy. The key concept is that you need to prioritize and plan for this type of travel. Our team motto is Plan for Tomorrow, Yet Live for Today. With that in mind, Shea shares his cautionary tale about his last visit to Rome. Carpe Diem ..read more

Have you ever climbed a mountain like Mt. Rainier or Mt. Washington? Or run a 100 mile trail race? Kim has. In this episode Kim talks about just how important planning, preparation and discipline are while pursuing her passion of climbing a mountain. Naturally, this translates into the planning process for financial success. Kim shares a real-life cautionary tale that drives home this title. In mountain climbing, like investing…surviving the downside is vital ..read more