Dear Mr. Market

A $2 trillion valuation. The most anticipated IPO ever. Millions of investors ready to pile in.
But history teaches an important lesson: great companies don’t always make great investments at every price.
Before you chase the SpaceX IPO, read what we’re watching, what concerns us, and why patience may be the most profitable strategy. Continue reading →

March Madness meets investing. Our 2026 Investing Bracket ranks top stocks, ETFs, and global market themes across Large Cap, Small & Mid Cap, International, and Alternatives to crown one champion. Continue reading →

Michael Burry just dropped his most detailed bear case yet — and the math is genuinely hard to ignore. A Shiller CAPE near 40x, 34 years without a mean reversion, passive investing dominance, and Baby Boomers about to flip from contributors to sellers. The structural cracks are real. But before you liquidate everything and head for the bunker, it’s worth asking: is this the same genius who called 2008… or is it the same guy who’s been calling the top every year since 2019? We break down what Burry actually said, what he got right, and why even brilliant analysts can start to resemble a very well-researched broken clock. Continue reading →

Three weeks into the year is often when clarity replaces motivation. Rather than generic resolutions, this piece explores the financial decisions that quietly compound over time — especially for high-net-worth families navigating complexity, liquidity, and long-term planning. Continue reading →

After years of warnings about an “inevitable” recession, markets sit near record highs — yet beneath the surface, leadership is shifting toward defensive sectors and gold is shining at record levels. In this new Dear Mr. Market post, we explore what’s really happening beneath the headlines, why fear is still fashionable, and how patience — not prediction — continues to win. Continue reading →

Planning for retirement doesn’t have to be overwhelming — sometimes all it takes is a simple framework. At a recent Chamber of Commerce presentation, I shared a memorable acronym, RETIRE, covering the six key areas every person should review: Risk, Expenses, Taxes, Investments, Rebalance, and Estate Planning. From managing market volatility to ensuring your legacy, each letter offers a practical step toward a secure financial future. Continue reading →

Most people finance their car and call it a plan. But there’s a simple hack that flips the script: pay yourself instead. In this post, I share how we used a target date fund instead of a car loan — and how this one shift can turn a lifetime of car payments into a smart, growing investment. Continue reading →

Doomsday headlines never go out of style — but they’re often dead wrong. From Harry Dent’s crash warnings to peak-bearish sentiment in April 2025, the market has proven once again that reacting to fear can cost investors dearly. In this piece, we unpack how 2023 and 2024 were riddled with pessimistic predictions that never materialized, and we look at the AAII sentiment survey’s extreme bearishness just before the market moved higher. If you’ve ever been tempted to follow the noise, this is a reminder that sometimes, the loudest voices are just broken clocks. Continue reading →

Beyond tariffs: explore 3 hidden risks China poses to U.S. markets—from rare earth control to treasury leverage and the Taiwan flashpoint. Continue reading →

The March Madness Final Four is here! If your bracket is already busted you at least can see how we see the rest of the years investment matchups play out! Continue reading →