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Welcome to our blog!

Expect us to keep you posted on our market thoughts and worldwide view of how to best capitalize for your wealth management.

Thanks for joining us!!! 


Friday, January 27, 2023

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,...


Tuesday, January 24, 2023

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...


Monday, January 9, 2023

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...


Wednesday, January 4, 2023

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


Wednesday, December 28, 2022

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...


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Tuesday, December 20, 2022

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...


Wednesday, November 30, 2022

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!!!


Thursday, October 27, 2022

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...


Thursday, October 13, 2022

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...


Monday, October 3, 2022

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!


Wednesday, September 21, 2022

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...


Tuesday, September 6, 2022

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...


Thursday, August 25, 2022

"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.


Tuesday, August 9, 2022

"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!


Tuesday, August 2, 2022

"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...


Tuesday, July 26, 2022

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


Monday, July 11, 2022

"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...


Tuesday, July 5, 2022

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


Thursday, June 30, 2022

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...


Tuesday, June 21, 2022

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....


Tuesday, June 14, 2022

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...


Thursday, June 9, 2022

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!!!


Tuesday, May 31, 2022

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.


Monday, May 16, 2022


Friday, April 29, 2022


Thursday, April 7, 2022


Tuesday, March 22, 2022


Tuesday, March 1, 2022


Friday, February 25, 2022


Friday, February 18, 2022


Friday, February 11, 2022


Tuesday, February 1, 2022


Tuesday, January 25, 2022


Tuesday, January 18, 2022


Tuesday, January 11, 2022


Monday, January 3, 2022


Monday, December 20, 2021


Thursday, December 16, 2021


Thursday, December 9, 2021


Wednesday, December 1, 2021

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.


Thursday, November 25, 2021

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.


Tuesday, November 9, 2021

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