Surviving Normandy: The Cost of Freedom

Surviving Normandy: The Cost of Freedom

One of the many joys of being in wealth management is that you get to know your clients on a very personal level. One of my most special clients was Arthur Eck, a Prisoner of War during WWII. From our initial conversation I could tell there was something different about him. He understood the cost of freedom. Not in a rhetorical “feel good” kind of way, but the rare kind that comes only from having risked your life to obtain and protect it. Army Private Arthur Eck stormed Normandy and survived a Nazi prison…Read more
When 50% beats 100%

When 50% beats 100%

  Okay, I know this is a strange headline. How can 50% beat 100%? Can there ever really be a time when 50% is better than 100%? Well when it comes to the stock market, 50% can be dramatically better than 100%. Let me explain... The problem with the stock market is not how well it does in any one year, but rather how long the stock market can take to recover from a loss that can occur over a few bad years. Many investors forget that it took the S&P 500 FIVE YEARS to…Read more
My thoughts on President Trump’s executive order

My thoughts on President Trump’s executive order

It seems many have forgotten that we are actually fighting a war. We seem to have become so numb to war, forgetting that Americans are currently dying in foreign nations to keep us safe. We are not fighting a war against a particular nation state, with its soldiers who adorn uniforms, or a nation in which a peace treaty can be signed. We are fighting a war against an ideology that knows no regard for borders, has no value for life, has a desire to conquer all who do not agree with its…Read more
Someone should remind Hillary Clinton of our national motto: In God We Trust

Someone should remind Hillary Clinton of our national motto: In God We Trust

Sixty years ago on July 30, 1956, President Eisenhower signed legislation officially making “In God We Trust” our national motto. Prior to this there was no official motto for the United States, but “In God We Trust” had a strong claim of use as our de facto motto. It had been inscribed on our coins since 1864 and was part of our national anthem. It is a part of our nation’s history that cannot be erased. Don't tell that to Hillary Clinton. In her acceptance speech at the Democratic National Convention, Hillary Clinton stated, Our country's motto is…Read more
When truth is hard to find: Are we going insane?

When truth is hard to find: Are we going insane?

I truly believe we are on the verge of losing our common sense as a society. We have entered into a realm where insanity parades as truth and philosophies detached from reality are celebrated while religious conviction is demonized. Recently there has been outrage over a law in North Carolina that requires  individuals to use the bathroom that matches the sex listed on their birth certificate. The law only pertains to individuals using government run public facilities, not private businesses. Seems reasonable right? Well in upside down world, it is completely unreasonable. Many…Read more
Religious Freedom: Will Governor Deal Bow To New Religion?

Religious Freedom: Will Governor Deal Bow To New Religion?

It’s been a great couple of years for the state of Georgia. Major corporations like Porsche and Mercedes have moved their corporate headquarters along with thousands of jobs to the state. CNBC ranked Georgia as the “top state for business” in the country. The film and television industry has boomed with some estimates placing Georgia third in production behind California and New York. Over $1.7 billion was spent on film production in Georgia in 2015 alone. The rapid economic growth the state of Georgia has seen over the past few years seems unstoppable.…Read more
Did Pope Francis Get It Wrong?

Did Pope Francis Get It Wrong?

Pope Francis is the spiritual leader to 1.2 billion Catholics across the globe. He recently made a visit to the U.S. and urged Congress to take action on issues including climate change, the death penalty, immigration and Christian persecution. He is the first Jesuit and Latin American Bishop of Rome and has centered his message on preaching compassion for the poor while asking the church to not focus solely on "issues related to abortion, gay marriage and the use of contraceptives." Pope Frances is one of the most respected and admired men walking…Read more
Stock market hits critical level

Stock market hits critical level

Given the recent volatility in the stock market, I thought it would be helpful to share with you a few charts and data points that can be useful in this type of market environment. When trying to forecast the direction of stocks and the overall stock market, traders and portfolio managers use different types of technical analysis. One of the more popular tactics is identifying a stock’s resistance and support levels. The stock market has ceilings (resistance) and floors (support), otherwise known as tops and bottoms. These support and resistance levels are important…Read more
Welcome to 2016!

Welcome to 2016!

Welcome to 2016! What a wild ride for the markets to start the year. As bad as 2015 was for most investors, 2016 seems to be giving investors a dose of the same illness: volatility, volatility and more volatility. 2015 was one of the few years on record in which all asset classes performed poorly. The S&P 500, Russell 2000 and the Dow Jones were all negative. Surprisingly, even investing legend Warren Buffet’s fund had a losing year finishing the year down 12.48%. So for many investors, 2015 is a year to forget.…Read more