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March 28, 2025
People flee unpredictable environments. And the market has been anything but predictable these last weeks. A lack of certainty and clear vision of the future is what scares the average person. It’s that, “I just don’t know what is going to happen!?” feeling. Belief around the fact that everything will be okay gets challenged, when leads to the perception that seemingly everything is in flux. But rest assured, there is a plan. There is always a plan. Whether you agree with that plan or not is a whole different question, but there is a plan. Calm minds always prevail. ALWAYS. So, do […]
March 21, 2025
You MUST eat the frog. Do what you do not want to do when you don’t want to do it. It’s a funny and even peculiar saying but actually comes from the great American writer and humorist, Mark Twain. Twain said, “If it’s your job to eat a frog, it’s best to do it first thing in the morning. And if it’s your job to eat two frogs, it’s best to eat the biggest one first.” I have re-learned this lesson recently. Delaying decisions that must be made because you simply do not want to deal with it is not […]
March 20, 2025
In this episode of One Path to Wealth, host Jeremy Dicker and co-host Peter Hoopis explore the realities and challenges of managing large capital inflows.
March 14, 2025
Time. How precious. As we get older, that time seems to get less and less. Is it that time is actually moving faster? or that our experiences are seemingly less and less in the here and now? I seem to see this more in the eyes of my dogs. My kids. My mother. I still feel 25 (and some would argue that I act that way, too!). But I am not. We are not. Time is so precious. Before you know it, it’s gone. Enjoy every day and every minute. Just like that it can be taken away from you. […]
March 7, 2025
“J.D., I’ve decided to retire. After 10 years here, it is time,” Sam said. “I thought the time might be now, so the team has done a bunch of work on your budget and where you are financially,” I said. “I am happy to report all the work we have done together these past 20-plus years has paid off. You are in great shape. You can plan on enjoying this time.” “I must tell you, J.D., that you have been instrumental in all of this and me getting to where I am. The way you handled my mother. Then, when she passed away, […]
March 3, 2025
Stock Market Amid rising geopolitical risks and economic tensions, the stock market ended a volatile February on a high note on the final day of trading despite being in the red for the month. The stock market’s three major indices performed as follows in February: S&P 500 -1.4% The DOW -1.6% Nasdaq -3.9% It was the tech-heavy Nasdaq’s worst month since April 2024. Jobs and Employment The U.S. economy added 143,000 jobs in January, while the unemployment rate edged down to 4.0%, according to the latest report from the Bureau of Labor Statistics. Despite challenges such as severe winter weather, […]