Spare Change and Play Money
September 20, 2024
I was a teenager the first time somebody came up to me and asked if I had any spare change. Catching me off-guard, I fiddled
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Midyear Thoughts on Capital Markets
July 19, 2024
If you were a fly on the wall overhearing our discussions about stocks, bonds, real estate, commodities, cash, and other investable assets you could be
Unexpected Rewards of Philanthropy
July 19, 2024
In 1990 before we could really afford it, Glenna and I decided to sponsor five-year-old José in Guatemala. In addition to the monthly stipend, we
How Did You Learn to Manage Money?
January 30, 2024
“Uncle Steve, we aren’t taught anything about saving in Fiji.” I said, “I hear the same thing in America.” It was my great pleasure to
End of an Era?
October 23, 2023
For at least a decade two non-traditional factors have supported stocks—“free” money and a virtually zero interest rate environment (the latter an inevitable consequence of
Plan of Participation
August 25, 2023
Steve: Investment management begins with investing philosophy. Some of the bedrocks of ours include risk management, diversification, and participation. Not only do we seek to
Artificial Intelligence
August 1, 2023
What can be said about Artificial Intelligence (AI) that hasn’t already been said? Frankly…nothing. It is obviously the current buzzword and major influencer in the
Ordering Our Affairs
July 26, 2023
More and more—both personally and professionally—we experience the awkwardness and ramifications of people not being ready for life’s predictable (or unpredictable) challenges. One of the
Goal vs Plan
July 26, 2023
“Wow” is about all I can say about a recent backpacking trip with a group of younger friends up into the core of The Enchantments!
Serenity During Times of Turmoil
March 2, 2023
From time to time, I find myself reflecting on things or people who have significantly influenced me. Recently I pondered the picture that perpetually hung
