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November 2, 2026

October 2026 Market & Economic Recap

Stock Market U.S. stocks closed out October with a sharp sell-off on Friday as disappointing tech earnings deepened worries about artificial intelligence spending. The Nasdaq posted its largest one-day percentage drop since June 5 and has now fallen 7.8% from its all-time closing high on October 6. Intel shares fell nearly 29%, the chipmaker’s biggest single day drop since 1974. For the month, Wall Street’s three major indices performed as follows: S&P 500: -0.9% Dow: +1.7% Nasdaq: -5.3% The Nasdaq Composite posted its steepest monthly decline since March 2025. Analysts attributed the sell-off to growing concern that big tech companies’ […]
October 30, 2026

“I can’t answer that.”

Sometimes the words you don’t say can be just as hurtful as the words you do say. I remember being about age 23. My grandparents asked me to dinner. Just the three of us. We met at the restaurant and, after ordering, spoke about my career and how I felt about my life at that time. My grandmother, with whom I always had a good relationship, asked me why I pushed so hard and why I worked so hard. I remember looking up at them from the table and into my grandfather’s eyes and saying, “To make you proud of […]
October 23, 2026

Success is an interesting word.

In business and as an entrepreneur, it’s very easy to applaud yourself for all the great things you do and the successes that you’ve had. At the same time, it’s also incredibly easy to be overly critical of yourself, of the things that you’ve done or not done. The same goes for those around you that you perceive to have been more successful (or even those around you who you perceive to have been less successful because they just haven’t chosen the same path as you). Success is a very interesting word, and it means so many different things to […]
October 9, 2026

Make the next the best!

“Anything other than focusing on how to improve yourself is a waste of time. Focus and spend time on improving yourself, and don’t worry about what other people are doing or saying around you.” – Marcus Aurelius. For the last three weeks, I’ve been in the gym every morning at 6 am, up between 5 and 5:30, and then in the gym by 6. I came out of my study group with a new drive and focus, not just on improving my business, but on my mental self as well as my physical self. Now, I’ve always been big on […]
October 4, 2026

Facts over noise.

Over the last year, I’ve written a lot about noise, whether it be noise between the ears, noise in the markets, or noise in the news media. I think it’s very easy for people to get distracted from what the real facts are. Now, there’s no arguing that inflation is real and that things are more expensive. I think what’s also lost in all of this is the conversation about how well things have done (and how well things have done for a long period of time). Just for fun, I decided to do a little digging and look at […]
October 3, 2026

September 2026 Market & Economic Recap

Stock Market U.S. stock markets delivered mixed results in September, as rising Treasury yields, persistent inflation concerns, and uncertainty surrounding Federal Reserve interest rate policy weighed on investors. Technology and artificial intelligence stocks remained a bright spot, helping the Nasdaq outperform the broader market despite a challenging month for equities. For the month, the market’s three major indices performed as follows: S&P 500: −0.5% Dow Jones Industrial Average: −4.3% Nasdaq Composite: +1.9% September marked the end of the Dow’s five-month winning streak, while the S&P 500 recorded its third monthly decline in four months. The Nasdaq posted its second consecutive monthly gain, […]
September 25, 2026

How much is enough?

How much is enough? How much time is enough? How much money is enough? What is it that we are all working so hard for? Look, money comes and goes. But relationships – and time with our families – are finite. Value what is truly important. Focus on that, and you’ll have everything that you want in life. So often, I feel guilty not spending enough time with my kids or my family, not making quality time a priority. I’m always focusing on earning that extra dollar or having that additional piece of success. When, in fact, the definition of […]
September 18, 2026

Creating Fear.

” Dow tumbles more than 260 points after strong jobs report reignites rate hike fears.” -The media. Is anyone else tired of all the noise? I, for one, certainly am. Dow tumbles 260 points. Are you kidding me?! The need for the news to write about things that simply create fear and elevate emotion is remarkable. For clients, can you imagine how concerning some of these words can be? For advisors and others, it’s just simply frustrating. How about the media tries something new for a change…. actually reporting the news! Give us unbiased facts about what’s happening in the […]
September 11, 2026

You can’t wait for happiness.

“You can’t wait until life isn’t hard anymore before you decide to be happy.” I heard this quote fairly recently from a young woman who was terminal from a rare cancer. For some reason, it really hit me. So, why do we allow external events and difficult times to determine our happiness? Happiness should be – and is – a state of mind. We should always remember that, particularly during the most difficult of times. We cannot look to our spouses, our families, or even our dear friends to help us with that happiness. It must come from inside. If […]
September 4, 2026

Create your own narrative.

Create your own narrative. Create your own story. In 1995, I was interviewing for what has become a very successful and fulfilling career. Up to that point, through my entire life, I never felt I was good enough. I always felt inferior and doubted that I could succeed. So much so that I remember going into tests, job interviews, and more thinking that I would likely not get it. Only to be surprised when I did. When I began the process in 1995 at my prior firm, I remember sitting in the final interview and hearing their thoughts about me. […]
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