Big Swing: WVB (Wellington Vanguard Blackstone) All Markets
OK, I don’t really like writing this about my concerns with the Vanguard Group and Wellington Management, but with both firms teaming up with...
Your Survival Guy: Children Never Stop Needing You
During our conversations, you, like any proud parent or grandparent, tell me about your family. For many of you, I am lucky enough to...
Margin Debt at All Time Highs
When you look at the level of margin debt, you have to wonder what happens when markets go the other way and the bankers...
Summer 2025 Check-in: How You Livin’?
In my conversations with you, I know you’re living well because you tell me. When I call you and I ask about what’s going...
Your Survival Guy from Boat Shoes to Loafers
On Saturday, Your Survival Guy changed his boat shoes for loafers for a one-night celebration of our daughter’s 24th birthday. A recent Northeastern University...
Your Survival Guy: “You Wouldn’t Have Liked It”
On Sunday, Your Survival Guy had to deal with some rough weather bringing our boat, the Tom Sawyer, back to Newport, RI. It wasn’t...
Survival Guy: An All-Weather Balanced Portfolio
You know Your Survival Guy’s been stuck in the fog plenty of times. That’s boating. And as I write to you this morning, it’s...
NYC, Crypto, ESG, the Haves and the Have-Yachts
Do you feel like you’re sipping from a firehose? Well, the next big thing coming for you is private equity as big players head...
The Lay of the Land: Who Can You Trust?
In times like these, it’s good to get your bearings. But sometimes there’s too much going on to do so. It’s why in my...
Achieving Balance in an Uncertain World
You know that the United States has bombed Iran, and markets are reacting to the potential for war and disruptions to the supply of...