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