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Commentary

"Guinness" - July 2021

12 July 2021

Our relationship with you, our clients, is what makes our work so rewarding. We have been there through key family events and have vicariously traveled the world through your adventures. ...

“One thing, just one thing.” - October 2021

13 October 2021

In the movie City Slickers, Mitch, played by Billy Crystal, is a softie from New York City who attempts to shake up his mundane life by going on a cattle drive from New Mexico to Colorado.&...

(Hu)man vs. Nature - October 2020

10 October 2020

“A man can be destroyed, but not defeated."—The Old Man and the Sea; Ernest Hemingway; 1952 Man, versus man, nature, society, or self.1 These represent the classic points of conflict in liter...

An Appetizing Year - January 2020

01 January 2020

“He didn’t want me to reject it out of hand, which I might have done, because it was a crazy idea. But when I tasted it, I was sold.” - Ray Kroc, on his introduction to the Egg McMufﬁn. (1) The Eg...

Confessions of a Financial Geek - April 2018

02 April 2018

OK, we admit to being financial geeks. Sure, we run spreadsheets, monitor markets, and dig through new tax laws, but it goes way beyond that. We see many of life’s adventures through the prism of t...

Full Cycle - April 2019

02 April 2019

It’s neither bird nor plane. Baby Boomers, it’s not Underdog. Millennials, it’s not a drone. It is a boomerang. Dating back to Prehistoric times, these devices have served many purposes including m...

It's Just a Shot Away - October 2019

14 October 2019

She was 21 years old and pregnant, when backup singer Merry Clayton received a late-night phone call from her agent back in 1969, asking if Merry could come down to the recording studio. The ...

Market Commentary - April 2015

02 April 2015

“Your love keeps lifting me higher Than I’ve ever been lifted before So keep it up Quench my desire And I’ll be at your side, forever more.” - Jackie Wilson; 1967 Some 48 years after reachin...

Market Commentary - April 2016

02 April 2016

“Put your hand on a stove for a minute and it seems like an hour. Sit with that special girl for an hour and it seems like a minute. That's relativity.” - Albert Einstein; 1879-1955 Recognized for...

Market Commentary - April 2017

04 April 2017

“Destiny is that which we are drawn towards and fate is that which we can run into”.- Wyatt Earp; 1848-1929 Sad conclusion Mr. Earp, but understandable considering your life on the run. &nbs...

Market Commentary - April 2022

13 April 2022

“We’re gonna be in the Hudson.” — Captain Chesley Burnett Sullenberger III, January 15, 2009 No, they didn’t land in their original destination of Charlotte, North Carolina. But if you ask any of...

Market Commentary - December 2022

13 January 2023

“The end justifies the means.” — Niccolò Machiavelli; 1469-1527. Machiavelli wrote The Prince during the Renaissance – a transition period out of the Middle Ages. Like his fello...

Market Commentary - January 2015

01 January 2015

“The second fiddle. I can get plenty of first violinists, but to find someone who can play the second fiddle with enthusiasm, now that is a problem.” - Leonard Bernstein; American Composer; 1...

Market Commentary - January 2016

02 January 2016

“One man’s trash is another man’s treasure”.- Idiom originated in Hector Urquhart’s 1860 Popular Tales of the West Highlands And this year’s award for such ambivalence in the financial markets goe...

Market Commentary - January 2017

03 January 2017

“Surprise, surprise, surprise.”- Gomer Pyle (1962-1969); Character played by Jim Nabors in The Andy Griffith Show Surprise indeed. The same group of experts that missed BREXIT were ri...

Market Commentary - January 2018

02 January 2018

“It's definitely moving.”- Ventura County Sheriff's Capt. Garo Kuredjian discussing the Thomas Fire on December 7, 2017.(1) Right he was. From Fillmore all the way to Santa Barbara with damaging s...

Market Commentary - January 2022

11 January 2022

“I choose a block of marble and chop off what I don’t need.” — Auguste Rodin; 1840-1917 In response to the stock market’s 25% drop on October 19, 1987, Italian artist Arturo Di Modica sculpted t...

Market Commentary - July 2015

02 July 2015

“Give me a lever long enough and a fulcrum on which to place it, and I shall move the world”- Archimedes; Ancient Greek Mathematician and Inventor; 287 BC - 212 BC. The Greeks invented leverage mo...

Market Commentary - July 2016

02 July 2016

“One morning I woke up and I knew You were really gone. A new day, a new way, and new eyes To see the dawn. Go your way, I'll go mine and Carry on.” - Crosby, Stills, Nash and Young; 1970 In the m...

Market Commentary - July 2017

08 July 2017

“To think that the new economy is over is like somebody in London in 1830 saying the entire industrial revolution is over because some textile manufacturers went broke.”- Alvin Toffler; Author of F...

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