Instructions to retrieve 2021 Tax Documents are found under Resource Center – Tax Forms.

Letter To Investors Nar

Abnormal is the New Normal

Winners→ We live in a new world, an era, where the abnormal is the new normal, and where the unknown is the known. In 2021, as in all periods, there are winners and losers. Hogs, i.e., the cost of pork (not in political parlance) has increased 50%. Other year-to-date standout sectors → energy, industrials, financials,

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When it comes to allocating investible assets – particularly larger sums of capital – the “where” can be more important than the “why.” I surmise, people who generally earn incomes above the national average may attribute their higher earning capacity as multifactorial by way of → attained skills → acquired knowledge → time allotted →

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New Now

California Cruising

Worst of Times During the Great Financial Crisis, 8.5 million workers lost their jobs. The U.S. unemployment rate rose from 4.7% in late 2007, to 10% in October 2009. In comparison, the 2020 Great Lockdown forced 17.9 million people to lose their employment, in a matter of a few months, swelling the unemployment rate in

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New Years 2021

2021 → Let’s Get to It

Prudent investors allocate their holdings, expecting the unexpected.   The pandemic tsunami left in its wake uncertainty, foreboding, and casualty. An emergency response was imminent. Medical science, global governments, central banks, Corporate America, first responders, private enterprise, and a cast of unspoken heroes have coalesced at breakneck speed to arrest and abort the infamous coronavirus

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