Happy August!

I had originally intended to write this newsletter exclusively about special needs planning, a topic near to my heart; but, given the recent volatility in the financial markets, I will address that first (briefly).

Happy New Year!

All puns aside, this quarter is the perfect opportunity to explore the cannabis craze from an investment standpoint.  Without getting political, I’ve taken a deep look at the market from a fundamental perspective, and I truly think there is value here.  However, there's a lot of noise in the marketplace right now, lots of “dumb money” pouring into the space, and

Happy New Year!  

If you’re like me, you had certainly heard the words “blockchain” and “Bitcoin” before, but until recently had considered it a thing only for tech geeks and anti-government conspiracy theorists.  Then suddenly, Bitcoin blows up and returns a whopping 817% over the last 12 months.  Congratulations geeks, you have my attention.

     Obamacare is pretty bad - so bad that many Oklahomans saw marketplace premiums go up by 67% this year.

Most people are surprised to learn that I do not like roller coasters.  Not at all.  So much, that I’ve been known to bring a book along to a group trip to Frontier City or Six Flags.  Even though my mind knows they’re safe, my stomach often disagrees, so I generally prefer to skip the lines and relax in the sunshine.  

As this bizarre investment year comes to a close, disciplined equity investors are kicked back enjoying their well-deserved double-digit returns.  This is quite the change from the investing environment of early 2016, when fears about China, US rate hikes, and steadily plummeting oil prices caused the S&P 500 to fall 9% in the first six weeks of trading.