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Umbrellas or magical swords
03/05/2021 Umbrellas or magical swords…or both…or neither? Also, a bit on expectations and comparisons… I’m starting this weekly letter around 830 Friday morning, March 5. The jobs report just crossed the...
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I suck at email
Compound interesting Jan 5 2021 How to create a natural risk manager in 2 easy steps- my origin story My father worked at Fifth Third bank for a very long time. I believe he started at the company sometime in the early 90s, and even if...
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I am a human
Greetings from earth! I am Breandan. I am a human. I am going to leave these somewhat unfiltered and unedited- reasons being multi-fold; I want these updates to provide you with an insight into my stream of consciousness (BUYER...
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Charlie’s Swan Song
Charlie’s denial ended up being his ultimate demise. Sometimes being colorblind and too smart can be your downfall.
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The Chef’s Table
When it comes to financial planning and portfolio management, most people receive Short Order Cook service when they could be eating at The Chef’s Table. FMWM is the difference between cafeteria food and eating at The Chef’s Table.
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Announcing New Subscription Package
The Subscription package will include exclusive content to help clients understand their financial situation, confirm if their personal and professional financial needs are covered, and help them define their retirement vision.
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Emotionally Aware Investing
Whether the market is up, down, or flat, having an advisor you can trust with a plan in place is what will help you meet your goals.
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