Myths and Realities of ESG Investing
Over the past decade, one of the most fascinating and often misunderstood innovations in the...
Read More
Grow Wealth
Markets & Economy
Markets and Economy Update – The Concealed Carry Trade
On the morning of August 5th, I began my workday routine as usual, which typically involves some element of scrambling to get my two boys fed and out the door to camp on time. I...
Read More
Markets and Economy Update – Bolstered by Blue Chips
Prior to the Major League Baseball (MLB) All-Star break, my brother and I will be taking our eldest children to their first MLB game at Citizens Bank Park in Philadelphia. My son (6) and my...
Read More
Markets and Economy Update – The Election, Debt & Social Security
I’m not sure if anyone else finds themselves in this situation, but I find my social media feeds saturated with clips from the Dave Ramsey call-in show. If you aren’t familiar with this content, these...
Read More
Markets and Economy Update – Sell in May, Go Away?
Throughout my career, I’ve come across many phrases and mantras (or cliches) that seem to have gained a permanent foothold among investment managers and media pundits alike. After the 2008 financial crisis, you couldn’t see...
Read More
Markets and Economy Update – Hurry Up and Wait
With my eldest son in his first year in the public school system, my wife and I have had to quickly become accustomed to the concept of ‘spring break’ travel. Historically, I’ve tried to avoid...
Read More
Markets & Economy Update – From Fear to FOMO
After nearly two decades as residents of Colorado, my wife and I made the difficult decision to relocate our family to our home state on the east coast back in early 2021. This decision came...
Read More
Markets and Economy Update – January 2024
The old adage “be fearful when others are greedy, be greedy when others are fearful” is often ascribed to acclaimed investor and Berkshire Hathaway CEO, Warren Buffett. Based on my experience as an investment manager,...
Read More
Markets and Economy Update – December 2023
As children, my older brother and I were extremely fortunate to be raised by parents who were avid travelers. Not only were my parents adventurous when it came to both domestic and international travel, but...
Read More
Markets and Economy Update – November 2023
Year-End Reflections Each quarter, our entire Entrepreneur Aligned team gathers and connects for several days of internal meetings, lessons, discussions, training sessions, events, and more. These ‘team weeks’ have been vital in creating and cultivating...
Read More