
The predictability of investor behavior can feel almost tedious to anyone who closely follows market activity. Major U.S. indices are wrapping up a third consecutive calendar year of double-digit annu... ...more
Weekly Brief
December 17, 2025•8 min read

As an investment advisor, I’ve had the privilege of working with clients across the full wealth spectrum from the ultra-affluent to those of more modest means. After more than 35 years in this profess... ...more
Weekly Brief
December 09, 2025•7 min read

This past week I traveled to Reynosa, Mexico with my grandson, Anton Peter (the 5th), and my son-in-law, Zack, to help build homes for families in need. Many of these families have been living in make... ...more
Weekly Brief
December 03, 2025•6 min read

Last weekend, our friends and clients, Justin and Kelli Blackburn, invited us to attend the formal annual dinner benefiting St Jude Children’s Research Hospital. Justin and Kelli are the founders of ... ...more
Weekly Brief
November 27, 2025•3 min read

Today marks the release of the 2nd Edition of Physicians’ Guide to Wealth on Amazon. And despite its title, this book is not just for doctors. It’s for anyone who wants to build wealth, understand f... ...more
Weekly Brief
November 19, 2025•4 min read

Engineers have a remarkable talent for inventing solutions to problems most people didn’t even know existed. Consider the humble public restroom. For decades, we managed perfectly well with the trusty... ...more
Weekly Brief
November 12, 2025•8 min read
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