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What’s on our mind? You can read about it in our blog. Whether it’s ideas from the investment world or concepts from the financial industry, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.


Thursday, November 9, 2017

As of 10/1/17, U.S. investment-grade corporate debt issuance topped $1 trillion – three weeks ahead of last year's pace, according to Jason Giordano at S&P Dow Jones Indices. Speculative-grade corporate debt issuance is 17%...


Monday, November 6, 2017

I met with my clients (a Husband and Wife) yesterday and it was really a great time. Three people from Baltimore, MD who met in April 2017 on the ski slopes of Breckenridge Colorado where we quickly became friends. Now in their 60's,...


Wednesday, October 18, 2017


Wednesday, October 18, 2017