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May 14, 2022
For the last week, I’ve driving up the California coast with my wife and two children. We started in Dana Point and, as of this morning, are in Carmel by the Sea. We’re on to Monterey. Then, ending in Calistoga/Napa for a few days before heading home. This has been an interesting week to say the least. What have I learned? Quite a lot actually, but I’ll narrow it down to these 10 things. First off, I’ve learned that I can actually spend this amount of time with my family! When cell reception and wi-fi are unavailable for hours, I […]
May 6, 2022
April 2022 stock market recap. For April, the three major stock indexes registered: S&P 500 -8.8 percent Down Jones -4.9 percent Nasdaq -13.3 percent Year-to-date in 2022, the big three indexes registered: S&P 500 -13.3 percent Dow Jones -9.3 percent Nasdaq -21.2 percent Market measures. The S&P 500 is off to its worst start to a year since 1939, while the tech-heavy Nasdaq is off to its most auspicious beginning since 1971, and the DOW Jones Industrial Average is showing losses not experienced since the COVID year of 2020. In April, the Nasdaq had its worst monthly performance since 2008. […]
May 1, 2022
My family and I have decided to relocate to Arizona. The reasons are many, most of which are personal. This week, I was getting my son in the car, about to head to my daughter’s softball practice. One of our neighbors, Ben, approached me. I can’t say that we know each other very well, but he’s always very cordial, and they seem to be a nice family. Ben walked up and said, “So, you are doing it, huh?” “Yes,” I replied. “For us, it’s the right move and something that we need to do for our family.” “You’re doing the right thing,” […]
April 18, 2022
Man, I must be so important. Man, you must be so important! I mean, we both must be so important, right? With our phones at our ears 24/7?! We even put our cell phones right on the table during meals, at the ready like wild west gunslingers at high noon, or Pavlovian dogs salivating for the next call, text, or email. What’s so important that we need to be connected to our phones even during time with family? Are we expecting the White House to call us for guidance in handling the Ukraine/Russia conflict? Is Elon Musk going to check […]
April 12, 2022
Over the last week, I was on vacation with my family – experiencing my very first week as a member of the 45-year-old club. Through it all, I can’t help but think just how lucky I am – and how lucky I’ve been throughout my life. Sure, there have been ups and downs, but the overwhelming feeling that permeates my thoughts are those of gratitude. Why it takes vacation or time away to realize that, I don’t know. Maybe it’s having time and space to be able to reflect or being outside of my normal routine that allows me to […]
April 5, 2022
March stock market recap Wall Street rebounded soundly in March after seeing negative returns in February. For the month of March, the three major indexes showed positive returns. March 2022: Dow Jones Industrial Average +2.3% Nasdaq Composite +3.4% S&P 500 Index +3.6% Stock market in the red for Q1 Finishing well into the red, Q1 of 2022 marked the worst quarter for the stock market since Q1 of 2020, two years ago, when the S&P 500 sank 20%. Stock market recap for the first quarter of 2022: Dow Jones Industrial Average -4.6% Nasdaq -9.1% S&P 500 -5.0% Market corrections According to Yardeni Research, […]
April 1, 2022
As we get closer to closing out the first quarter of 2022, I thought it was a good time to reflect on the year – what has gone well and what still needs to be worked on. The bad news is that I’m definitely off course and still have a lot of ground to make up. But the good news? It’s up to me to rip up my map and create a new one. Let me explain: Every year I write up a business plan. However, this guiding document is never just about business. My detailed plan also covers my goals and […]
March 26, 2022
The phone rang and I picked it up. It was my longtime client, James. “How are things going with business and in your world?” I asked. “I made more money than I ever thought I would have last year,” James replied. “And this year will be the same. Covid helped save our business. We are thriving. I am in escrow on another piece of real estate in Mammoth.” “Wow, man, that is awesome,” I said. “Things sound like they are really going well.” “Yes, for sure on the business side, but…I may have to put Jesse into a home,” he said almost apologetically, his […]
March 18, 2022
I was on a plane the other day and happened to read something that resonated with me… “Remember when you go into the world to keep your eyes and ears wide open and be kind. Love one another. Take care of each other. Tell the truth and always do your best. Listen to the big people and the little people. Explore new paths and have fun. Know that you are loved like crazy. Give thanks for all your blessings. Above all else, love and you will do wonderful things in this world.” -Poet Rebecca Puig I got a lot out […]
March 13, 2022
You never know what you’ve got ‘til it’s gone, and you also never know how much you missed it until it’s back. Those were my thoughts as I attended a conference live and in person this week. (Yes, ‘actually in the same room with other human beings. Remember when we did that?!) WOW, HOW I’VE MISSED THAT! One of the speakers, a prominent economist, spoke about how today (due to what we’ve all just come out of), workers are much more productive. In those volatile two years, we’ve learned how to use tools like Zoom and Teams, among others. That […]