Subscribe Now
November 3, 2025
Stocks Historically known for some of the stock market’s biggest one-day drops, October instead delivered solid gains this year. The S&P 500, tech-heavy Nasdaq, and the Dow Jones Industrial Average all ended the month with positive gains. For the Dow, it was the sixth consecutive monthly advance, its longest winning streak since 2018. For October, the stock market’s three major indices performed as follows: S&P 500 2.3% The Dow 2.5% Nasdaq 4.7% Source: www.cnbc.com/2025/10/30/stock-market-today-live-updates.html The Fed and Rates The Federal Reserve cut U.S. interest rates by a quarter point this week, lowering the benchmark rate to a range of […]
October 31, 2025
My dog died on Sunday. She was only seven years old. To say the least, this has been a very challenging year. Very. In speaking with my coach about this and just how I’ve been feeling in general, he said something that really resonated: “Jeremy, sometimes you need a real extreme to wake up and make changes.” Meaning, did I cherish the time with my dog enough? Have I done all that I need to do to make this year the best possible? What behaviors have I continued to exhibit that keep the veil of success down, rather than showing me […]
October 24, 2025
Let’s talk about technology – and our use of it. It’s such a fine line. Recently, my wife and I have been having a lot of trouble with our son and his use of technology. Like most boys, he is active, loves sports, and being outdoors. But he LOVES video games too. Now, I feel we have done a decent job of regulating it. However, we recently found out that he was using some of these games and tools at school. He had been told on five different occasions not to do so – but continued. So much so, that […]
October 17, 2025
Fear or Happiness. Which is more powerful? Which is more calming? Fear can drive us to movement. It can energize us to protect, to guard, but also close us off to what’s right in front of us. While happiness leads to calm (mostly), it leaves us with a clear head. But also, it can lead us to complacency. Today, we live in a world of very mixed feelings: fear of what the future holds, yet happiness perhaps in how the year has gone. This is true personally, professionally, and perhaps financially. Yet, what is that hangover feeling? What is that […]
October 10, 2025
This week, I had the pleasure of spending time with my study group. It’s a group of individuals from around the country, in the same business as me but all with very different ways of doing things. We all get to the result we want – but by doing things our own way. However, you get to what you want faster and with greater success by doing things your own way AND always being willing to listen to different ideas and perspectives. Too often (especially now) people don’t want to talk, they don’t want to share. Embarrassed? Perhaps. Shy? Maybe. Unsure […]
October 3, 2025
Pete Rose once said, “Never change your swing. Your swing is what got you to the big leagues. If a pitcher is getting to you, move up in the box. Or move back in the box. Adjust your feet and how you position yourself. Never change your swing. Simply make adjustments.” You, too, are a success for a reason. You’ve had success (or failure) for a reason, whether that applies to your professional, personal, family, or financial life. That does not mean you don’t have to pivot sometimes or make small necessary changes. Now, if you are truly unhappy with […]
October 1, 2025
Stock Market Wall Street brushed off fears of a government shutdown on Tuesday, the final trading day of the month, with the Dow rising to a record high. It was an unusually strong September for the stock market, with all three major indices posting solid gains: S&P 500: +3.5% Dow: +1.9% Nasdaq: +5.6% This marked a sharp reversal for the S&P 500, which has averaged a 4.2% decline over the past five Septembers. To close out Q3, the S&P 500 gained nearly 8% for the quarter, the Dow rose more than 5%, and the Nasdaq climbed more than 11% since June. Sources: […]
September 26, 2025
Can you believe we just finished the first week of September? How did that happen? Wasn’t it just Christmas 2024? Time seems to fly by so much faster than when I was younger. This week I spent some time with long-time clients and friends. Their daughter, off to her second year of college, is ready to conquer the world. Last summer, she interned for us; just a fantastic young woman. Together with her parents, we discussed where they were personally and financially. Things are going well. We discussed how all the planning we’ve done over the last two decades is […]
September 19, 2025
This was a week that I’m sure we will all remember forever. I don’t usually talk politics. I think everyone is entitled to their own belief system, their own opinion. I have always believed that freedom comes from proper discourse and mutual respect. We don’t all have to agree, but we must respect each other’s voice. What happened this week to Charlie Kirk is not what America stands for. Both sides need to calm the rhetoric down. Charlie was 31 years old. He was thoughtful and had this own belief system. Which we are all entitled too. He debated vociferously. […]
September 12, 2025
When was the last time you gave someone else praise? ‘Told someone how great they were? Expressed gratitude for their effort? I have always believed in being the “black velvet” behind the stone. Let me explain. When you go to a jewelry store, the focus is always on the diamond or that shiny stone. But without the black velvet behind the stone, that jewel would never show its true potential; the glow, the sparkle. I have been blessed in my career and in my personal life to always have that black velvet around me – people who supported me and […]