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