June 1, 2026 Why do I write these commentaries every month? What motivates me to write? I did not intend to write today, but as with most every other month, the thoughts came and I decided to record them. But before I answer the above questions, I want to express what has been on my mind these past couple of months regarding August Wealth because it deals with the questions above. August Wealth Update As many of you know, August Wealth Advisors has transitioned to a fully ind

May 1, 2026 On Building Wealth: Questioning What We Think We Know. Providing Food for Thought. There are certain beliefs in life that have been repeated so often they feel like truth. One of them is that owning a home is a path to building wealth. Renting is throwing away money. Your House is an Asset; It is also a Liability. A home is a wonderful thing. It provides stability, community, a place to raise a family. I didn’t buy my first home until I was 32, and I understand th

April 9, 2026 Finding Peace in our Life To have true peace, one must reflect, accept reality, and use the gifts given to you to the best of your ability. This extends to making the world a better place (expressing gratitude for your gifts) by choosing self- sacrifice, to improve the lives of others. We cannot do this when we are trying to achieve a false sense of control over our constantly changing lives. We fear change instead of accepting it, and this can ruin one’s life.

March 1, 2026 Long Term Thinking – Iran, China and Technology Developments Before we begin, I want to express my deepest gratitude to the families we serve at August Wealth. Entrusting someone with your financial legacy and your future is a profound act of faith, and it is a responsibility we carry with the utmost respect and care. We aspire to the highest levels of preparation, commitment, and expertise in our mission to serve you and your family in all circumstances. The Lo

February 2, 2026 "He who moves a mountain begins by carrying away small stones." — Confucius A (slightly) More Cautious Stance You may have noticed a significant increase in trading confirmations at the start of February. We haven’t made any major changes since purchasing assets last spring during the market declines on Trump tariff announcements. We decided to reduce our long equity exposure across almost all portfolios at the start of February. It is reminiscent of the same

January 5, 2026 "The thing that happens to you is less important than the way you respond to the thing that happens to you." -Eckhart Tolle Welcome to 2026 The world is changing, and as usual it presents a myriad of opportunities to grow wealth through disciplined investing. Before I get to my provocative thoughts below, we must point out that our goal is always the same: To help you get the most out of life by aiming to preserve and invest your wealth and build confiden

November 3, 2025 As we head into the final stretches of 2025, I want to communicate the changes we made to the portfolio throughout the year, reiterate the consistent process August Wealth adheres to, and express my personal appreciation for allowing us to serve you. Navigating 2025 has been especially challenging. The financial markets volatility, given the myriads of changes politically and geopolitically have been substantial. August Wealth is nearly six years old: Our mis

September 30, 2025 "Just to be is greater than action” -Thomas Keating Living an alternate reality We research facts, we keep...

September 5, 2025 “Life is like riding a bicycle. To keep your balance, you must keep moving.” Albert Einstein “Some might...

July 28, 2025 “Sometimes the break in your heart is like the hole in the flute. Sometimes it’s the place where the music comes through.”...

June 25,2025 My goals for this month’s letter: To be succinct (I am not generally good at this!). To tell you about the changes in my...

May 28, 2025 Do what you are supposed to do; there is no need to worry about anything else. “I love you more today than yesterday, but...