All-Weather Investing: Thriving Through Market Highs, Lows, & Everything In Between
Have you ever taken on a difficult research project where the data is just all over the place and it’s difficult to come to any conclusions at all? I can tell you that economic analysis and reviews of market indicators have gotten like that lately. So, with tasks like this let’s just say it’s important to enjoy the process…
What the Fed’s Rate Cut Means for Your Wallet & Investments
The Doves have spoken, and the Dots of the Future are plotted. If it sounds like an ancient oracular process, you would be correct. At the most ancient Hellenic oracle of Dodona, priests interpreted divine will through the cooing of doves nesting in the sacred oak tree. Homer described being able to hear Zeus’s will at Dodona. And with all the dubious statistics…
Staying Financially Prepared Amid Life’s Uncertainties
It’s been a tough morning. Or rather, it’s been tough mourning. For this admittedly sensitive, Christian husband and father of two boys, the last couple of weeks of news has really been hard to process, even when I don’t personally know any of the parties involved, and I just feel raw…
What Falling Beer Sales & Retail Trends Reveal About the Economy
We’re drinking less beer. I’m serious. Beer sales are down. As a former pub owner, I’ll be the first to tell you that this is a problem, all health concerns aside for a moment. If you were tailgating this past weekend at the Clash of the Tigers at the now-disputed Death Valley (sorry – too soon?), you’d probably say I was crazy as I’m sure the alcohol was flowing…
Demystifying the Federal Reserve & Its Impact on Your Investments
“The Federal Reserve has no reserves and they’re absolutely not part of the Federal government.” The infamous Rep. Madison Cawthorn might have been wrong about the reserves part (it depends on how you account for the Fed’s loan balances), but he was right about the Federal Reserve not being a part of the government…
From Baseline to Bottom Line: What Tennis Tactics Can Teach Us About Market Strategy
“You’re not very intimidating, you know?” Andre Agassi calls out through his headset mic to Roger Federer as Roger bounces the ball before his serve. “You’re disarming yourself! You’re very Swiss, I don’t know what it is.” The crowd watching the doubles exhibition match laughs. Some have their mouths gaping open in shock….
The Fantastic Four of Greenville: Building Wealth, Community & the Future
Greenville, South Carolina is the most idyllic city in America. It has all the ingredients necessary for a young family to fulfill their American dreams and put their children in position to fulfill their own dreams. This thought came to me while walking with my wife and kids around the concourse at Fluor Field last week…
Diworsification, Defense, & Dress Shirts: Trimming the Fat in Life & Investing
Tis the season for streamlining as we head into the Fall season. This past week has felt so cool it’s like we’re there already. Football teams are installing their offenses and making things efficient. Companies are “right-sizing” left and right and raising their net margins…
The Economic Eye Test: What Vacationers, Cabanas, & Costco Slushies Reveal About the Market
They call it the old “eyeball test” or “eye test” for short. It’s the sophisticated metric talking heads on ESPN have created to prove how Southeastern Conference (SEC) college football teams are more qualified for the playoff over teams from the Atlantic Coast Conference (ACC), Big 12 and Big 10 (B1G), even if…
Fireworks, Fun, & Fine Print: What the One Big Beautiful Bill Really Means for You
From everyone at WTA, we hope you had an excellent 4th of July holiday – it should be filled with fireworks and fun and not with family tax debates! While all of us were enjoying the grill and a cold beverage or two, Congress decided to celebrate by passing the One Big Beautiful Bill Act into law. Nothing says freedom like a 600-page omnibus bill, right?…
