November 2023 Market Brief – End of Life Planning Using Advance Directives

Published on November 28, 2023

Estate planning typically involves numerous documents, which all have different functions, so it is important to understand what each document covers and when it may need to be used.

October 2023 Market Brief – Investing in Times of Turmoil

Published on October 24, 2023

Focusing on one’s investment strategy when the world feels like it is descending deeper into chaos and war is challenging. News of violence spreading across multiple regions and the specter of broader Middle Eastern conflict looms large over every discussion and decision.

Vino 101 – September 2023: Late-Summer Whites

Published on September 15, 2023

“Wine is just like a person, absorbing influences around it to form its personality.” – Erin Lindstone

Autumn has been SLOWLY approaching here in Texas. While we’re usually ready to switch from chilled white wines to light/medium-bodied reds, it is still hot enough to cook an egg on a sidewalk (with some reprieve in the near future!).

Fall 2023 Market Brief – Seasons

Published on August 24, 2023

As we look forward to summer’s end and the beginning of fall, we are reminded of parallels between the changing of the seasons and the seasonality of owning a business.

August Special Market Update – August 2023: Downgrade Drama

Published on August 3, 2023

Even with the downgrade, the US is still considered by many the safe haven and safe port in the storm, and the US has many strengths due to its a high-income well-diversified economy.

Market Brief – July 2023: Whether Weather Withers Wealth?

Published on July 25, 2023

Recently, The National Weather Service and NOAA announced that there is a greater than 90% chance that El Niño will continue through the Northern Hemisphere winter. Weather patterns like El Niño and La Niña have historically affected commodities since they tend to bring more severe weather patterns.

Market Brief – June 2023: Drive to Survive

Published on June 6, 2023

The S&P 500 acts like the bull market is in full swing and running hard. Through the end of May, the S&P 500 was up 8.86%, the NASDAQ up 23.59% and Russell 1000 Growth Index up 20.23%.

Market Brief – May 2023: Insanity

Published on May 23, 2023

While this is a rapidly developing story (that may even get resolved by the time I release this brief), it’s important to discuss the current debt ceiling debacle. This is, by far, one of the dumbest games of chicken we have played economically and politically in decades.

Vino 101 – April 2023: Off The Beaten Path

Published on April 25, 2023

The sheer variety of wine is what makes it such an exciting topic. While it can be easy to think of the popular choices like Cabernet Sauvignon and Chardonnay, there are over 10,000 different grape varieties that we know of.

Market Brief – March 2023: March Madness

Published on March 12, 2023

Beware of the ides of March warns of trouble brewing in the month of March. The Ides of March specifically refers to the 74th day in the Roman calendar which corresponds to March 15th.