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Smart people do dumb things. Here’s the proof: How much money would you have right now if I gave you the ability to unwind any three financial decisions you have ever made? Write that number down… seriously. – Keith Cunningham, AuthorThe...

Markets can remain irrational longer than you can remain solvent. ~John Maynard Keynes What is risk, and why is the evaluation of risk important when investing? What is optimism, and why is optimism deadly when we are investing?

Our team achieved a major milestone this week. Those in the know are aware that we can’t share details via social media, yet. But if you have an existing relationship with any member of our team, reach out and we’ll...

It is very difficult to predict interest rates. I would argue that it is impossible to predict the future of interest rates. So what should investors do in the face of future uncertainty? Here’s what to do. Don’t try to...

Extreme Ownership Defined What is Extreme Ownership and why does it matter to a business leader? Extreme Ownership is a mindset practiced by the authors of the book by that name. Jocko Willink and Leif Babin served our country as...

Over 1,000 capital raisers attended RaiseFest in Phoenix last week. The event attracts fund managers, investors, and related professionals. We gathered for quality presentations, networking, and fun. RaiseFest is a celebration of capitalism. When good people conduct business, everybody wins....