A Market of Stocks

A Market of Stocks

Just yesterday I drove from Charlotte, NC to Lexington. It was a quick, unexpected trip to Charlotte and while my career in finance isn’t considered ‘essential,’ when I’m needed by a client, I go. When I arose yesterday morning before hitting the road, I wanted to get...
It’s the Market, Silly!

It’s the Market, Silly!

When I was a Junior in college, I had an Etrade account and the market was going hog wild. It was 1998/1999 and the tech boom was on. I had been a value investor since 12 and understood how to buy high quality companies, preferably at a discount and hold them for a...
December Tax Tid-Bits!

December Tax Tid-Bits!

Wow, what a year…and it isn’t even over yet. I truly hope this email finds you well, safe and sane. As we roll into year-end, I wanted to shoot a few quick thoughts your way to try and help turn some of the 2020 lemons into lemonade. Whether you’re a client or not,...
7 Lessons from Wealth

7 Lessons from Wealth

Over the last 20 years I’ve had the privilege of working with high net worth families all throughout the United States. In almost every case, these folks are self-made and if by chance they were blessed by fortune from others, they tend to also have inherited the same...
Dow 30,000….Yawn

Dow 30,000….Yawn

The Dow is 50 points shy of breaching 30,000. When I entered the business, the Dow was crossing 10,000 for the first time and they handed out hats on the floor of the exchange. Hats! The mood was euphoric, the dot com bubble was raging and people couldn’t get enough...
Another Fed Led Rally

Another Fed Led Rally

Quint sat down with the folks from Bloomberg to discuss his view about the current market rally. After predicting a significant bounce was on the horizon, he now feels the bounce is overdone and is cautious regarding more upside.