June 28, 2024

Not Alone

While on vacation this week, I received a text message from a friend. “Jack died. Can you call me?” Megan’s husband, Jack, had passed away. Jack was a client of mine, but he was a friend first. We’ve known his family for quite some time, and he was the father of one of my son’s closest friends. Jack was only 40 years old, successful. Obviously, he had some demons, as do many of us. But, overall, he was a good man. As I began to process this news, I started thinking more about my own mortality. What does this all mean? As […]
June 21, 2024

The Thing About Anger

It is said that anger, joy, and fear are some of the most powerful human emotions. I have been thinking about these emotions for some time, and it has become clear that anger has been what has fueled me since I was a child. Whether it was not having all that I wanted and going to work at age 12, Or when I moved to a new school and town for 10th-12th grade and did not know anyone, a new place, and new people, and I had to assimilate to that. Or, while in high school, never being quite good […]
June 14, 2024

What Truly Counts.

This week, I had the pleasure of seeing a client I had not seen in some time. They moved to Australia a few years ago, and while I continue to manage their money, we have not really connected in a while. While at lunch, Mike shared a recent story while visiting with one of his friends back here in the states. “You should move your money to a bigger firm. Like a bank,” Mike’s friend suggested. “With all the money you have, a bank or a Merrill Lynch would take great care of you.” Mike then looked at me and said, “Jeremy, […]
June 7, 2024


Recently, I have been having some real feelings about mortality. Doing so draws out some of the biggest questions of the human experience. What are we doing this all for? Am I actually making a difference? Is there more to life? My daughter will soon be 11 and graduating fifth grade. That means we’ve been living in a new home, a new city, and a new state for about two years. Honestly, it’s been a struggle. Some have even said that I seem on edge more than usual. Why do I share this? Well, I am closer to 50 than […]
June 3, 2024

May 2024 Market & Economic Recap

Stock Market May brought the sixth winning month in seven for the market’s major benchmarks. For the month, Wall Street’s three major indices performed as follows: The Dow +2.3% S&P 500 +4.8% Nasdaq +6.88% All three indices set records for the month of May; the Dow had its best May performance since 2020, while the S&P 500 and Nasdaq haven’t had a better May showing since 2003.   Inflation May’s Consumer Price Index (CPI-U) report revealed that prices rose 0.3% in April, according to data from the U.S. Bureau of Labor Statistics. On a 12-month basis, the Consumer Price Index […]
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