BANKruptcy
March 16, 2023 Market Conditions We are seeing unprecedented moves in fixed income driven by the collapse in a few regional banks. The US...
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Joe Cardello
Enlightenment
March 8, 2023 “Enlightenment is: Absolute Cooperation with the Inevitable” Anthony de Mello Why do I contemplate my own mortality often?...
Joe Cardello
Finding the Right Financial Advisor
January 23, 2023 How to find a financial advisor to help you and your family “The strongest of all warriors are these two; time and...
Joe Cardello
2023 Observations and Outlook
January 11, 2023 Themes of 2022: Decreased equity weightings across all portfolios in January of 2022 and increased cash and short...
Joe Cardello
Gratitude
December 23, 2022 I want to personally wish you a Happy Hanukkah, Happy Christmas, and a Happy New Year. As usual, there are many...
Joe Cardello
December Thoughts
December 7, 2022 As most of you are aware, I generally believe in free markets capitalism and democracy. Money and power tend to fight...
Joe Cardello
A Brighter Future?
October 24, 2022 The Future is Bright “The tide of human suffering grows ever greater. This is especially so of those who are refugees....
Joe Cardello
Assessment and Opportunity
October 2, 2020 We understand and can appreciate how individuals are uneasy investing during these challenging times. The world has been...
Joe Cardello
Thoughts on the Fed and Jerome Powell
September 22, 2022 Some thoughts on the Federal Reserve and Jerome Powell. The September meeting of the Federal Open Market Committee has...
Joe Cardello
Summer's End
September 7, 2022 “People pay for what they do, and, still more, for what they have allowed themselves to become. And they pay for it...
Joe Cardello
Venture Capital?
August 9, 2022 “Contemplation teaches us how to observe our own small mind and frankly, to see how inadequate it is to the task in front...
Joe Cardello
Check Your Ego at the Door
August 2, 2022 One of the benefits of being an economist and portfolio manager I am most grateful for is, the friendships I have...
Joe Cardello
Patience
July 20, 2022 “He that can have patience can have what he will”. – Benjamin Franklin We are all impatient to a degree. We want this or...
Joe Cardello
Happy Independence Day
July 1, 2022 Happy Independence Day! Enjoy friends, family, and celebrate the United States. We truly live in the land of opportunity My...
Joe Cardello
Adjusting to the New World
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...
Joe Cardello
The Wisdom to Know the Difference
May 19, 2022 Anxiety: As all our clients (hopefully) appreciate, we spend a good deal of time understanding their risk tolerance. For us,...
Joe Cardello
Questions We Ponder
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...
Joe Cardello
Managing College Anxiety
March 29, 2022 Spring is the time of change. We have been working diligently to ensure your portfolios reflect near term uncertainty and...
Joe Cardello
Uncertainty Piled on Top of Uncertainty
February 28, 2022 I have been receiving inquiries from people asking if I am still writing a monthly letter from August Wealth. The...
Joe Cardello
Current Market Volatility
January 24, 2022 I think it is important to communicate to you during volatile markets in case you are feeling anxious about the declines...
Joe Cardello
Happy 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 Cardello
Year 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 Cardello
A 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 Cardello
Second Home Ownership
October 12, 2021 Taking a step away from prognosticating on markets; let’s consider vacation homes. It’s arguably a more fun and...
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