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June 2, 2025

May 2025 Market & Economic Recap

  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 Thing about Emotions.

“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 […]
May 23, 2025

Without a Map

How do you know how to get somewhere without a map? I played golf with a good friend this week.  He and his son are best friends.  He makes all his golf tournaments, picks him up from school most days and they hang out. I would not say that I am either of my kid’s best friend (or even favorite parent!). I struggle with the simplest of things with them.  Hanging out.  Playing with them enough.  Just understanding what kids need. I did not have a road map for that. My father did not show me how to do that.  […]
May 16, 2025

Simple Manners

“Thanks for flying American. Just a reminder that American Airlines has a quiet cabin policy. This means that when using your phone or any device, you must use earbuds when listening. This allows other passengers to enjoy their flight. Thank you for your cooperation,” the flight attendant announced over the plane’s loudspeaker. DO PEOPLE REALLY NEED TO BE REMINDED OF THIS?! How often do you see people using their speaker phone when they are having a conversation, for all around to hear versus simply picking up and using the handset? When did so many lose their understanding of proper manners? Of […]
May 9, 2025

True Friendship

True friendship is something that can never be replaced and should always be valued. A few months ago, one of my longest and closest friends and I were at odds. Nothing happened, but everything happened. We are all getting older and after 30 years of friendship, things changed, as they inevitably do. Both of us were feeling different ways about the relationship and how it should look going forward. So, I decided that it was probably time to simply move on and “end” the relationship. Well, my dear friend felt different. We had a few discussions, driven by his desire to keep […]
May 2, 2025

My son got hit in the face with a baseball the other day.

Last week at his Little League game, my son got hit in the face with a baseball. He was having a fantastic tournament. Game one: 2 for 2 with a double and a triple. The team lost the game, but as a pitcher, he struck out six players and threw three innings of no-hit baseball. Played flawless defense. Game two: leads off the game with a double. Playing great defense and the team is in the game. But his next at-bat, BAM! right in the face just below the helmet protection. Lying on the ground, the coaches tended to him. Made sure he did […]
May 1, 2025

April 2025 Market & Economic Recap

  Stock Market April closed a volatile month with a rebound despite weaker than anticipated economic growth numbers, although the S&P 500 and Dow still ended the month down while the tech-heavy Nasdaq eked out a slight gain. For the month, the stock market’s three major indices performed as follows: S&P 500 -0.8% The DOW -3.2% Nasdaq +0.9% Source: https://www.cnbc.com/2025/04/30/stock-market-today-live-updates.html   GDP The U.S. economy unexpectedly shrank in the first quarter of 2025, marking the first contraction in three years. According to the Bureau of Economic Analysis, GDP declined at an annualized rate of 0.3%, a sharper drop than the […]
April 25, 2025

30 Years and Still Learning

30 years and still learning every day. There’s something new every single day! April first not only marked my birthday but also 30 years doing what I do. It’s hard to believe. After all, wasn’t I just 22? Weren’t my kids just born? But no, it’s been 30 full years in this wonderful career. There have been so many great memories. So many challenges. So many things I have learned and so many things still yet to learn. Good times come and go. The experiences we have with one another last a lifetime. Learning to embrace and cherish those has been […]
April 18, 2025

Enough already

Enough already! All the noise does not help.  All the commentary does not help. Creating fear, DOES NOT HELP. Sometimes you need some pain before you can grow again. Whether in the gym, in sports or in life, pain is part of prosperity. Pain is part of the process. Look, I have no idea if the tariffs will work or not.  I am not an economist. What I do know, for certain, is that $36 trillion in debt does NOT work. Taxing people for goods and services where they struggle to pay their bills, educate their children, save money for […]
April 11, 2025

Where did 30 years go?

Where did 30 years go? Wasn’t I just 17 and starting in this career? This week marks my 30th year in practice – as well as my 48th birthday. So, I find myself reflecting upon where all the time went. Too many incredible experiences to count. Friends. Things I have done that I would never would have imagined. As I look back on the last 30 years, several lessons come to mind: Use things, not people. The friends you have, if genuine, will be there with you always. Family is not just those blood related, and you do get to choose. Never pass up […]
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