Messages fromOur Founder


Stay up-to-date on the latest financial information.

Message from Our Founder

June 21, 2024

Iterative learning ? Here’s a good example!! We are closed for staff party this afternoon:)    

Message from Our Founder

June 14, 2024

Message From Our Founder: A Note on Stock Markets and Election Years! Happy Father’s Day!    

Message from Our Founder

June 7, 2024

Waiting on the Fed? And number 4 is out the door!    

Message from Our Founder

May 31, 2024

Where does the time go? Seems like yesterday when…    

Message from Our Founder

May 24, 2024

Happy Memorial Day! Hope you enjoyed the Durham Bulls night at the Park!    

Message from Our Founder

May 17, 2024

All time high’s in the market! Annual Baseball game next week!    

Message from Our Founder

May 10, 2024

Happy Mother’s Day! And office is closing early for staff training today.    

Message from Our Founder

May 3, 2024

What is “Malinvestment”? Market’s Up Big Today! Happy Birthday Shay!

Message from Our Founder

April 19, 2024

Still mad at the Fed and the market! Good news is, the Canes start playoff hockey tomorrow:)

Message from Our Founder

April 12, 2024

More Travel and More Income Funds

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