Blog

March Madness

We're all sports fans at heart and what we are seeing is eerily similar to the market madness. Banks have been struggling with Fed policy since 2021 and months of inflation and higher interest rates are now hitting home. Here's our...

Our Oracle of Omaha Reminder

One of the most respected and influential figures in the investment world, Warren Buffett, always has said during tough markets "Be greedy when others are fearful and fearful when they are greedy."Our strategy is simple. Buy the best...

The Path Forward

If you're looking at the markets and you're worried about the economy, and we get that you might be, think about this: growth may be slowing, but it hasn't stopped. We are implementing our best strategies and ideas for clients amidst...

Buy The Best Not The Rest

We're excited to announce that the Founders series 4 has been deposited and is available for investment. Want to know more? Contact us today to receive your prospectus and fact sheet from First Trust Portfolios regarding this new...

Numbers Don't Lie

Big down days, selloffs, corrections, or whatever you want to call them are almost certainly opportunities when viewed in your rearview mirror.We have found that companies that are "must haves" tend towards more traditional rebounds...

Focus And Discipline Are Your Best Friends

We're continually working to assemble a wealth management strategy that will surely survive the test of time and tough market conditions. Our focus on buying "must have" companies and the discipline to make decisions based on...

Nobody Rings The Bell

Many people and especially investors assume that the stock, market, or economy will suddenly announce its change of direction and reverse immediately to the upside.Markets do not have an ON/OFF switch.Reversals are a process. There is...

Our Recipe For Your Success

Focus on “must haves,” not “nice to haves.” Research shows very clearly that the kinds of companies we're talking about every day - especially those paying dividends—tend to fall less, stabilize first,...

History Suggests...

The markets have faced all kinds of challenges over the years....boom, bust, peace, war, rising inflation, lower rates, feast and famine yet they have come roaring back each time. Invest wisely and in the best not the rest!!!We're here...

What's Your Compelling Future?

We're constantly encouraging and supporting our clients to look for their personal best. Congratulation on starting your '23 trip around the sun. Concentrating on buying the best not the rest will make your future self worth more and...

Happy New Year

May you receive many blessings this year.As a reminder, prices (or markets) do not follow a straight line - down or up. Invest in the best not rest. We're here for you! Happy New Year 2023

Chart Your Course

Our investment focus remains on building portfolios of the best companies, not the rest. Our team's knowledge and expertise mixed with our years of experience reminds us that we've been through markets just like this before and...

Preparing for the Next

Preparation is key. Tactically speaking it's crucial to delivering your best results and it's important to keep steady especially when the markets are struggling. We buy the best, not the rest. Don't settle for less. Buy the must-haves...

You're Already Wealthy

Investing is not always about getting rich. It's about living well and being your best self. Start early and invest often. We're here for you every step of the way!!!

Times Like Now

Difficult times certainly make us more apt to look over our tools and portfolio construction than question our investment architecture or thesis. "Know why you own AND why you own it"- Peter LynchIs it time for your next portfolio...

Be Prepared And Ready

Down days are part of the general routine for the markets. They also provide us useful tools for acquiring great companies and dividends on sale. Remember "to buy when others are despondently selling and to sell when others are avidly...

Who's Your Caddie?

Hurricanes, inflation pressures and economic uncertainty all are tough to weather by yourself. Yet now is the time to remember that even Tiger Woods has a caddie who is his trusted advisor. We are here for you!

Keep It In The Fairway

As always there's lots of headlines and stories about the next big decline. Do yourself a favor and stop worrying and start thinking ahead about the future gains you will make by investing over time. Fairways and greens are a wonderful...

Our Game Plan

It's not a coincidence that we spend much of our time with our clients talking about the importance of buying the BEST and not the rest. Also, we believe that we have the knowledge to buy low and sell high. It is not happenstance that...

Hard Work Pays

"Understand that the harder you work, the more luck you will have."-Coach John WoodenOur daily philosophy has always been focused on our hard work for YOU. Contact us today.

Planting For Your Future

"Don't judge each day by the harvest you reap but by the seeds that you plant."- Robert Louis StevensonWe know what and where to plant for your investment portfolio. Let's do this together!

A New Momentum

"Success comes from taking the initiative and following up...persisting...what simple action could you take today to produce a new momentum toward success in your life?" - Tony RobbinsGet started...we'll be here for you! Give us a...

We Are Here For You

We're here for you today and every day!!!

Let's Get Started

"Your talent determines what you can do. Your motivation determines how much you are willing to do. Your attitude determines how well you do it.” —Lou Holtz We believe the secret to getting ahead is getting started. Let us...

Capitalize on Chaos

"Find what people need and buy the companies that make it. "- Dr. Mark Mobius"Buy when others are fearful."- Warren Buffet

Worst Half of the Year

We have seen tough times for a while now, yet this marks the toughest first half for over 60 years. Our clients have been investing in the best not the rest (especially not passive ETFs). Let us assist you too. Better times are ahead...

Navigation

The biggest profits have ALWAYS come from owning great stocks that have been really beaten up, kicked to the curb, or otherwise thrown away by investors who cannot see past their own fears. We recommend owning the best, not the rest....

There's A Reason

There’s a reason scientists now think that natural selection favors characteristics that foster the survival of groups, not just individuals. Makes sense. Especially when markets are this chaotic. Laughter is not...

Spring Into Action

The markets are like a spring. As rough markets continue and compress, the stronger the next bull run will be. Quick reminder-markets have an upside bias by nearly 2:1. We're here for you!!!

Accumulation Phase

Bear markets are when investors make most likely the biggest gains! Recommend you stay in touch with your longtime goals and accumulate the best companies at attractive levels.Need help?!? We are here for you.

One Brick At A Time

April Showers?

Masters Week - Fairways and Greens

Thomas Edison

Get Rewarded

Keep Grinding

New: Spectrum Founders Portfolio

Quality VS Timing

Earnings Continue to Impress

Volatility

Stay the Course

Bold New World

Happy New Year

Season's Greetings

Taper no more....

Buy The Dips!

Your Holiday Shopping List

We're going to keep encouraging you to be buyers of the best companies, not the index. We'll guide you to those companies capable of growing sales AND profits even in these trying times.

Thanks

The calendar has brought us to late November. Clocks are turned back and fires are warm and comfy. Thanksgiving is a time of togetherness and gratitude. Blessings to you all.

Focus on Future Gains

People are awfully tempted to focus on the negative in the markets. But, honestly, that's a mistake...