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...
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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...
Joe Cardello
The 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...
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