Insights

The impact of Artificial Intelligence and the Permian Basin opportunity. In this essay we address: Finally, we weigh which aspects are more or less likely to occur and explain why we own certain holdings. These themes are intertwined so we will start with why we feel you may want to swap mega cap tech stocks […]

For those who are reading our commentaries for the first time, welcome. For those who have been reading these for years, this will be a little different. In addition to our market outlook and thoughts on managing wealth, we will delve into why at times it may seem we are “illogical” when managing our money […]

A quick note to answer the question, “How are things going?” Very well, thank you. We are fortunate and grateful to you, our clients, who found us and continue our relationship. A few words on our company structure and how we manage the aspects of running a business while delivering thoughtful wealth management and investment […]

1ST QUARTER SUMMARY The economy remained stronger than most anticipated, investors felt confident, and most securities prices rose. Employment is strong and when people have jobs, they spend money. Consumer spending accounts for 67.7% of the US economy and has been the case for the last 15 years. One must go back to 1978 before […]

We are highlighting a shift in the portfolios reflecting our preference for what we view as a lower-risk investing approach in lieu of the mega cap tech giants. At the end we will explain why we think this approach is a thoughtful alternative to buying “The Magnificent Seven” or the NASDAQ 100 index comprised stocks […]