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July 4, 2025
“This is what it’s all about,” he said. “This is why I pay you your fees.” I listened. “J.D., it’s not the performance – which has been great – or the wonderful dinners,” he continued. “It’s the ability to speak with you about anything and have you listen and advise. You have become my confidante.” This is what great advisors do. We advise. We listen. We guide. It is NOT about short-term returns, although those are important. It’s about giving long-term counsel, keeping them on track to hit their goals, while always adjusting to life. Those are the real results people want! This […]
July 1, 2025
Stock Market June saw the second straight month of significant gains on Wall Street, finishing up a strong second quarter. For the month, the stock market’s three major indices performed as follows: S&P 500 5% The Dow 4.3% Nasdaq 6.6% Recent market sentiment has improved, driven by a more stable geopolitical environment following a cease-fire between Israel and Iran, renewed hopes for U.S. trade deals that could reduce tariffs, and growing optimism that the Federal Reserve may lower interest rates in the near future. For Q2 2025, the S&P 500 added more than 10%, the Nasdaq rose nearly 18%, and […]
June 27, 2025
“We don’t see you enough,” my client and good friend said to me. “But have I fallen flat with any of my promises?” I asked. “No, not at all. And we know you’re busy. We just appreciate all the advice over the years and love having you check in,” they said. That’s it, isn’t it? It’s not a negative thing when people want you to reach out more when they want YOU. They just want to feel like you haven’t forgotten them. This is especially true as our clients and friends get older. They have less going on but more to worry […]
June 20, 2025
Years ago, my good friend Doug had a golf tournament for our office called the DVI. It was great. It was in La Quinta and all the guys came together for several days, playing golf, smoking cigars, and having great dinners. Just hanging out with one another and being together. Like many things in life, over time it came and went, and that incredible event ended some years ago. But for me, the memories remain, as I am sure they do for others. At the time, many of us were young and barely able to afford the golf, let alone the beautiful […]
June 19, 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.
June 13, 2025
Scott was incredible. Hard working. An accomplished pilot. A thrill seeker! He was also successful in the music business and a builder of businesses. Scott was fearless and a great leader. When I first met Scott, I knew this kid was going places. He was young and hungry and wanted to start saving as much as he could so that he could have the life he wanted. He wanted to buy the plane(s) that he would fly! And buy the hangar, too! Not just things but to put himself in a place to retire by 50, he would say often. When investing or saving, […]
June 6, 2025
A dear friend and coach, Chuck, has often spoken about the need to “re-program” your brain to get ahead. Re-programming is a necessity to get past self-limiting behavior, the stuff that holds you back. I never fully understood what he was talking about until recently. You see, I’ve started thinking more about where I am now and where I came from. Growing up in this business, really from age 15, working in a boiler room, and then starting full-time at 17, builds habits that in many ways are great. But, in some ways, it builds habits that are also very limiting. […]
June 4, 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.
June 2, 2025
Stock Market Despite early declines on the final trading day of the month, the U.S. stock market closed out a volatile yet impressive month of May. For the month, the market’s three major indices performed as follows: S&P 500 6.2% The Dow 3.9% Nasdaq 9.6% For the S&P 500, it was its strongest May performance since 1990 and its best overall month since November 2023, while the tech-heavy Nasdaq soared nearly double digits, driven by strength in the technology sector. Investors weighed tariff concerns alongside encouraging signs of easing inflation, as seen in the Fed’s preferred price measure. Despite […]
May 30, 2025
“The last 15 years have been the best 15 years of my life,” he said via text. “Sell everything and enjoy!” That was the message my client and good friend’s brother-in-law sent to his wife just prior to taking his life two weeks ago. So, why do I share this? We all must learn to talk. We all must learn to express. We all must learn to reach out and ask for help at times. This man chose to leave behind his wife and five children, nieces, nephews, and countless others. Clearly, he was experiencing pain that no one can […]