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we help make

work optional

we help make

work optional

 

★ Featured blog post

Do you suffer from investment FOMO? The periodic table of investment returns can help.

As a business owner you probably do not have the time, inclination or energy to research and anticipate what the right mix of investments is for your personal portfolio. Yet, with daily hype from the …

★ Featured blog post

Q119 Quarterly Context Video

What stage is the US and other countries in the business cycle? Very different results for managed portfolios vs. do-it-yourself investors. The happiness equation is helpful: Happiness ≥ Perception – Expectations. An “inverted” yield curve …

★ Featured blog post

The happiness equation

It is sometimes said that “money can’t buy happiness.” While this is true in a literal sense, and there is some debate about the subject in a figurative sense, one thing we know with certainty …

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