Ulysses (Greek name Odysseus) was the Greek King of Ithaca and the hero of Homer's Odyssey. After the Trojan War, Ulysses had a long journey back to Ithaca. Along the way, he had an extended visit with the witch-goddess, Circe, who advised him on the remaining stages of his journey. Circe warned … [Read More...] about A Ulysses Contract
Mark Meredith, CFP®
Mark has been a financial advisor since 2010, after earning a Bachelor’s degree in Finance from Eastern Illinois University. In 2018, he was name by Forbes as one of the top 1,000 financial advisors from the next generation. After 7+ years as a financial advisor with a local community bank, he decided the only way he could serve people in the way he thought was best was to open an independent fee-only firm.
"The variance of happiness is how we are doing comparatively" -Annie Duke In September of last year I wrote about the declared death of small cap value investing (link). It was no secret at that time that US Large Cap Growth stocks had been dominating just about every other segment of the market … [Read More...] about Revisiting Small Cap Value Investing
I know in 2020 we have all become a bit numb to bizarre things happening, but the price of a barrel for West Texas crude oil dropped to negative $39.55 today. Yes, the producers are paying people to take it off their hands as storage facilities are at max capacity. Before you get the … [Read More...] about Today is an Historic Day