July 1, 2022 Happy Independence Day! Enjoy friends, family, and celebrate the United States. We truly live in the land of opportunity My...

June 16, 2022 What do I think? I am bullish on the US economy in the long term. I am bullish on quality companies that produce free cash...

May 19, 2022 Anxiety: As all our clients (hopefully) appreciate, we spend a good deal of time understanding their risk tolerance. For us,...

April 20, 2022 “The only true wisdom is in knowing that you know nothing” – Socrates “A wise man can learn more from a foolish question...

March 29, 2022 Spring is the time of change. We have been working diligently to ensure your portfolios reflect near term uncertainty and...

February 28, 2022 I have been receiving inquiries from people asking if I am still writing a monthly letter from August Wealth. The...

January 24, 2022 I think it is important to communicate to you during volatile markets in case you are feeling anxious about the declines...

January 5, 2022 I was pleased with the execution of our process at August Wealth in 2021, and I was generally pleased with our results....

December 20, 2021 Happy Hanukkah, Happy Christmas, and Happy New Year I am so grateful to have such a loving, kind, and selfless wife....

November 29, 2021 A Black Friday! “Of all the liars in the world, sometimes the worst are our own fears.” Rudyard Kipling I trust that...

October 12, 2021 Taking a step away from prognosticating on markets; let’s consider vacation homes. It’s arguably a more fun and...

September 28, 2021 As discussed in previous months, although we remain positive on the economy both in the USA and globally, the markets...

August 24, 2021 Most of my career in financial markets was spent either managing a portfolio at a hedge fund or taking risk for wall...

July 2, 2021 Happy Independence Day USA During my research these past few months, it occurred to me that perhaps investors are still...

June 3, 2021 Accept Your Reality: Many people believe that the primary reason for their success, failures, happiness, education, job, and...

May 14, 2021 Covid is ending in the USA and Inflation is rising. What a difference a year makes! We suggested outcomes during the past...

April 13, 2021 “Yesterday I was clever, so I wanted to change the world. Today I am wise, so I am changing myself.” Jalal ad-Din Mohammad...

March 15, 2021 You may be glad to know that there are no universal truths explored in this month’s letter; just boring old markets and...

February 25, 2021 “Sometimes I think it’s a sin, when I feel like I’m winning, when I’m losing again.” Gordon Lightfoot I had a hard time...

January 28, 2021 While what is going on with GameStop seems like noise to me, this week everyone wants to talk about it. Should we buy...

January 7, 2021 Merry Christmas: I feel as though I have lived a long time; I feel old in many ways. My body cannot do the things it used...

December 18, 2020 Merry Christmas: Even if you do not celebrate Christmas, I have always felt that Christmas is a holiday for everyone....

November 9, 2020 A collective sigh of relief.... The election is behind us, and there is good news on a potential Covid-19 vaccine! We...

October 30, 2020 I contemplated not writing a letter from August Wealth this month, but I decided to write a very brief one. As many of...