Resources

Decoding Difficult Topics and Questions
Addressing Your Money Questions, One Post At A Time
Is Concentration Still A Thing?

August 29, 2025

The overarching theme of this decade’s market thus far has been ‘concentration’, meaning a few large, US tech stocks (many fueled by Ai) have just been getting bigger and bigger and smaller stocks...

I Know What You'll Cut Next September

August 23, 2025

He lurks in the shadows, waiting for the right moment to come out in Jackson Hole with his secrets that send the market into a frenzy.  HE IS-  FED PRESIDENT JEROME POWELL, but guess what we...

From The Ritz To Cotati: The Amazing Business Story Of Acme Burger

August 21, 2025

It’s The Future! Every business is Robots! Franchises! CORPORATE TAKEOVER!

...then how is an upstart local restaurant with humans expanding from 1 to 5 locations in under 6 years? Through a...

Why You're Stuck With $13 Burritos

August 15, 2025

We are indeed a wealth management firm that deep dives on market trends, expense ratios, long term tax implications, competiting currency trends, etc, etc, etc... 

But we also keep our feet on...

Is AI Swallowing Your Portfolio?

August 08, 2025

Did you know IBM laid off 8000 people in May, essentially handing the bulk of its HR operations to an A.I. chatbot? It’s true, underreported and happening more and more. As we see how A.I. hits...

3 Types Of Lies...

August 02, 2025

Mark Twain popularized an old saying from a former British Prime Minister:  “There are 3 types of lies:  lies, damned lies and statistics.”  Find out why we believe that may be in play in the US...