Joe CardelloHappy Independence DayJuly 1, 2022 Happy Independence Day! Enjoy friends, family, and celebrate the United States. We truly live in the land of opportunity My...
Joe CardelloAdjusting to the New WorldJune 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...
Joe CardelloThe Wisdom to Know the DifferenceMay 19, 2022 Anxiety: As all our clients (hopefully) appreciate, we spend a good deal of time understanding their risk tolerance. For us,...
Joe CardelloQuestions We PonderApril 20, 2022 “The only true wisdom is in knowing that you know nothing” – Socrates “A wise man can learn more from a foolish question...
Joe CardelloManaging College AnxietyMarch 29, 2022 Spring is the time of change. We have been working diligently to ensure your portfolios reflect near term uncertainty and...
Joe CardelloUncertainty Piled on Top of UncertaintyFebruary 28, 2022 I have been receiving inquiries from people asking if I am still writing a monthly letter from August Wealth. The...
Joe CardelloCurrent Market VolatilityJanuary 24, 2022 I think it is important to communicate to you during volatile markets in case you are feeling anxious about the declines...
Joe CardelloHappy New Year! 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....
Joe CardelloYear End Thoughts December 20, 2021 Happy Hanukkah, Happy Christmas, and Happy New Year I am so grateful to have such a loving, kind, and selfless wife....
Joe CardelloA Black Friday! 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...
Joe CardelloSecond Home OwnershipOctober 12, 2021 Taking a step away from prognosticating on markets; let’s consider vacation homes. It’s arguably a more fun and...
Joe CardelloThe Noise is Deafening!September 28, 2021 As discussed in previous months, although we remain positive on the economy both in the USA and globally, the markets...
Joe Cardello"Seems like you was lookin to gain some money here" - Josey WalesAugust 24, 2021 Most of my career in financial markets was spent either managing a portfolio at a hedge fund or taking risk for wall...
Joe CardelloPillars of InvestingJuly 2, 2021 Happy Independence Day USA During my research these past few months, it occurred to me that perhaps investors are still...
Joe CardelloAccept Your Reality June 3, 2021 Accept Your Reality: Many people believe that the primary reason for their success, failures, happiness, education, job, and...
Joe CardelloWhat a Difference a Year MakesMay 14, 2021 Covid is ending in the USA and Inflation is rising. What a difference a year makes! We suggested outcomes during the past...
-Knowledge and Wisdom 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...
-Where to Invest 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...
-Well you Know...Covid! 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...
-Holy Gamestop! 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...
-Finding Your Mission 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...
-Adjust Your Perception AgainDecember 18, 2020 Merry Christmas: Even if you do not celebrate Christmas, I have always felt that Christmas is a holiday for everyone....
-A Collective Sigh of Relief 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...
-We Are All ConnectedOctober 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...