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Enlightenment
March 8, 2023 “Enlightenment is: Absolute Cooperation with the Inevitable” Anthony de Mello Why do I contemplate my own mortality often?...
Joe Cardello
14 min read


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
8 min read


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
4 min read


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
12 min read


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
11 min read


Assessment and Opportunity
October 2, 2022 We understand and can appreciate how individuals are uneasy investing during these challenging times. The world has been...
Joe Cardello
5 min read


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
5 min read


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
5 min read


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
9 min read


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
8 min read
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