Skip to content
Claim Free Portfolio
Assessment
Client Sign-In
Blog
Personal
Portfolio Management
Asset Allocation
Risk Management
Retirement Solutions
Insurance & Annuity Quotes
Financial Planning
Corporate Trustee Accounts
Portfolio Review
Schedule Portfolio Assessment
Corporate
Portfolio Assessment
Investment Management
Rollover Solutions
Corporate Workshops
About Us
Mission Statement
Client Profile
Philanthropy
Biography
FAQ’s
Contact Us
Client Sign-In
Blog
Personal
Portfolio Management
Asset Allocation
Risk Management
Retirement Solutions
Insurance & Annuity Quotes
Financial Planning
Corporate Trustee Accounts
Portfolio Review
Schedule Portfolio Assessment
Corporate
Portfolio Assessment
Investment Management
Rollover Solutions
Corporate Workshops
About Us
Mission Statement
Client Profile
Philanthropy
Biography
FAQ’s
Contact Us
Search
HTML Sitemap
Home
-
HTML Sitemap
🌐 Pages
About Us
Biography
Client Profile
Mission Statement
Philanthropy
Blog
Contact Us
Corporate
Corporate Workshops
Investment Management
Portfolio Assessment
Rollover Solutions
Fall Event 21
FAQ’s
home
HTML Sitemap
Make an Appointment
Personal
Corporate Trustee Accounts
Financial Planning
Insurance & Annuity Quotes
Portfolio Management
Asset Allocation
Risk Management
Portfolio Review
Schedule Portfolio Assessment
Retirement Solutions
Privacy Policy
Thank You
Trustee Checklist
Trustee Checklist Next Steps
📰 Posts
What If Everything Goes Right?
A Brief History of How We All Became Efficiency Freaks
They’re Not Selling Because Something’s Wrong. They’re Selling Because You’re Buying.
The Art of Patient Capital: Why We’re Holding More Cash — and Why It’s Working for You
The Price of Meaning: What Every AI Answer Actually Costs
Inference Vectors and Finance
Trustee Education: Why Families Need to Learn the Job Before They Inherit It
The Word I Underlined in 2007 — and Why It Now Runs the Machines
What Children Know About War That America’s AI Is Still Learning
Fifty Years of Financial Fads: What the Industry Never Told You
Hope Is an Economic Variable
Juan Vargas and Scott Peters: On the Crest of Conflict
The Nixonian Revival: Backchannel Diplomacy in the Age of Operation Epic Fury
The Smartest Thing High-Net-Worth Families Do Differently
March 2026-The Vatican Bridge: Negotiating the End of the Cuban Crisis
March 2026 – The Invisible X-Ray: Why the Vicksburg Strategy is the Investor’s “Key”
March 2026 – What America’s Iran Strategy Means for Your Wealth
February 2026 – Concrete and Cover-Ups
February 2026 – The Trump Savings Strategy
February 2026 – The Ultimate Estate Clawback: How to Gift Millions, Keep the Keys, and Outsmart the IRS
February 2026 – Heart, Home, and Hard Choices
January 2026 – Navigating Ray Dalio’s Five Major Risk Forces
December 2025 – A Call to a Year of Radical Honesty
November 2025 – High Rates, Empty open Houses
November 2025 – A Deep Sense of Thanks: reflecting on Partnership and Resilience This Thanksgiving
November 2025 – The Long Game of Generosity
November 2025 – From the WWII Peace Dividend to the Current U.S. Pre-War Mindset
October 2025 – Agentic: The Next Great Leg Up?
October 2025 – Magnets, Might, and Morality: The Economic Cold War to Preserve the American Dream
September 2025 Newsletter – Beyond Bombs: Where the Real Battles are Fought
September 2025 – Beyond Bombs – Sources
September 2025 – Beyond Bombs – Disclosures
September 2025 – The Silent Conflict – Disclosures
September 2025 – The Silent Conflict – Sources
September 2025 – The Silent Conflict
September 2025 Newsletter – A Tale of Two Americas
September 2025 Newsletter – Acronyms for the New Economic Era
September 2025 Newsletter – The Ghost in the Machine: How the Failure of Deinstitutionalization is Driving a New National Housing Emergency Plan
August 2025 Newsletter – Breakfast Table Diplomacy: A Personal Anecdote
August 2025 Newsletter – Finding Clarity in a Noisy Market: Three Pillars of Smart Portfolio Management
August 2025 Newsletter – Is the Tax-Efficient Portfolio Pitch a Sign of Market Overvaluation? And What’s with All the Jokes?
July 2025 Newsletter – The Arc of U.S. Economic Statecraft: America’s Global Rise, Cold War Realities, and the New Economic Globalism
July 2025 Newsletter – The OBBB
June 2025 Newsletter – One Big Beautiful Bill
May 2025 Newsletter – Why Debt Levels Matter
April 2025 Newsletter – Navigating the Economic Tightrope
March Newsletter – The Whirlwind of Policy: Navigating Economic Uncertainty
March Newsletter – Riding the Market Rollercoaster: A Time for Patience and Perspective
February Newsletter – Navigating Policy Changes
January 2025 Newsletter – The Strong Dollar’s Impact on Corporate Earnings: What Investors Should Know
December 2024 Newsletter – Navigating the Current Market Landscape
December 2024 Newsletter – The Power of Pivot: Adapting and Thriving in a Changing Political Climate
November 2024 Newsletter – Improving the Link Between Spending and Federal Deficits: How Efficiency Impacts Your Investments
October 2024 Newsletter: Building Wealth Beyond the Buzz: How We Cut Through the Noise
October 2024 – Newsletter: Navigating the Election Cycle: A Technical Analysis Perspective
September 2024 Newsletter – Understanding the Sharpe Ratio and Market Outlook
September Newsletter – Manufacturing Slump Deepens, Economy at Risk: Prudent Adjustments Amidst Uncertainty
August 2024 Newsletter – Healthy Corrections
July 2024 Newsletter – At a Crossroads
June 2024 Newsletter – AI and Silos of Uncertainty
May 2024 Newsletter – The Link Between Uncertainty and Risk Demystifying the Unknown
April 2024 Newsletter – Access Struggles to AI and Energy in the Financial Sphere
March 2024 Newsletter
February 2024 Newsletter – From Carthage to Taiwan: Lessons on Brinkmanship A Comparative Analysis for Big-Umbrella Thinking
February 2024 Newsletter
January 2024 Newsletter
December 2023 – Newsletter Wave Theory and Cyclicality
September 2023 – Newsletter
August 2023 Newsletter
July 2023 Newsletter
June 2020 Newsletter
Accounting for the Wrong Test
April 2023 Newsletter
March 2023 Newsletter
February 2023 Newsletter
January 2023 Newsletter
December 2022 Newsletter
News From the Front Lines of Investment Decision Making
November 2022 Newsletter
Non-Embedded Inflation, Fed Actions and Market Pathology
Sovereign Debt Levels, The World Bank, Food, Inflation, Recession and Confidence
September 2022
August 2022 Mewsletter
July 2022 Newsletter
OK, Investor: What Do You Want
May 2022 – Newsletter
April 2022 – Newsletter
February 2022 Newsletter
January 2022 Newsletter
November 2021
October 2021 Newsletter
September 2021 Newsletter
August 2021 Newsletter – Mid-Month Strangely Bullish
August 2021 Newsletter
July 2021 Newsletter
June 2021 Newsletter
May 2021 Newsletter
April 2021 Newsletter
March 2021 Newsletter
January 2021 Newsletter
December 2020 – Holidays Newsletter
October 2020 Update on the Markets
Massive Economic Stimulus. Benefits One-Year Lagged
Rotation: A Logical Assessment in a Time of Abundance: Pestilence and Chaos
August 2020 Newsletter
Several Scenarios-One Big Happy Unknown Strategy, Discipline & Patience
Recession or Recovery?
June 2020 Newsletter
March 2020 Newsletter
February 2020 Newsletter
SECURE Act
December 2019 Newsletter
September 2019 Newsletter
August 2019 Newsletter
May Newsletter
March 2019 Economics and Strategy Update
March 2019 Newsletter
December 2018 Newsletter
October 2018 Newsletter
July 2018 Newsletter
June 2018 Newsletter
April 2018 Newsletter
February 2018 Newsletter
July 2017 Newsletter
September 2017 Newsletter
November 2017 Newsletter
October 2017 Newsletter
Changing Investment Styles and the Economic Cycle
Advanced Optimism and the Need for a Healthy Correction
November 2016 Newsletter
August 2016 Newsletter
Late June 2016 Newsletter
June 2016 Newsletter
April 2016 Newsletter
March 2016 Newsletter
December 2015 Newsletter
August 2015 Newsletter
September 2015 Newsletter
📂 My Templates
footer 1
personal copy
pages content ver 1
right column ver1
blogpost template
Featured Loop
header subpages
Default Kit
📂 Categories
Blog
Disclosures
Newsletter
Sources
Sovereign Briefings
Uncategorized
;
