On March 29th of this year, my family welcomed our newest addition, Ivy May. My wife, Rachael, and our first daughter, Ada Jane, could not have been more thrilled to welcome her and expand our family. Thanks to our company’s generous benefits, I was able to take time off work, fully paid, and focus on…

Read More

As America continued to recover from the COVID-19 pandemic in the first half of 2021, the economy and the equity markets made significant progress. My midyear report to you is, as always, divided into two parts. First is a brief recap of our shared investment philosophy; second is my perspective on the current situation. As…

Read More

Based on the title, I hope you aren’t thinking, “here they go with the buckets again”. So stay with me, because that is exactly where we are headed! If you are a client of ours, you know that when we are planning with clients we are always talking about the three buckets. Over the years,…

Read More

As we approach the first official day of summer in 2021, we wanted to send some good info from a recent conference we attended. Our Investment Committee had a unique opportunity last night to listen to some of the brightest economist in the US , including – Brian Wesbury, and here are our notes that…

Read More

As our company has grown and evolved over the last few years, we’ve moved further away from the image originally projected on our website. Even prior to COVID (when it became much more commonplace), we were becoming a more casual environment, as so many of our clients don’t come from a suit and tie background.…

Read More

The best lesson I ever learned: TIME = LOVE One time my dad asked me as a teenager, “how do you spell LOVE son?”. After my likely sarcastic teenage boy answer, he replied by saying, “wrong son, LOVE is spelled T-I-M-E, so be sure to call your parents more and spend time with us, you…

Read More

It’s more of a re-start than a typical recovery… Seems like a long time ago with all that has happened, but the economy back in early 2020 was pretty healthy. With a coordinated global economic shutdown in response to Covid-19 coupled with the divisive political and social environment we experienced in 2020 (and still do), it’s easy…

Read More

Around middle Tennessee, it’s no secret that the housing market is on a tear. For about the past decade, home prices in this area continue to climb to new records. Large corporations are bringing headquarters to our state and families from high-tax states are coming to Tennessee seeking its generous income tax policies. With all…

Read More