Blog
Going on the Record is where we provide a deeper look into Kyle’s investment philosophy and approach to wealth management. Here we offer transparency into his personal views on investing, current events, and the guiding principles of our firm.
The Mountains We Climb: A Reflection on Career Paths and Life’s Second Acts
Imagine you’re on a boat. The early years of your life — your childhood and education — are spent aboard, moving steadily toward an unseen destination. This boat represents a time of preparation, exploration, and learning, often...
Read MoreYou Probably Missed It: The GENIUS Act – What It Means and the Future of Money
While headlines continue to swirl around budget negotiations, foreign wars, riots in American cities, and political division, something quietly but profoundly important made its way through the legislative process: the GENIUS Act of...
Read MoreNavigating the Storm: Lessons from the Helm
In 1772, Captain James Cook embarked on one of the most ambitious voyages in maritime history. Tasked with exploring the uncharted reaches of the Southern Hemisphere, he commanded HMS Resolution on his second great voyage, departing...
Read MoreTariffs, Taxes, and the Fight for Fair Trade
The discussion of tariffs has not only dominated the headlines but also rattled the markets. I am writing this piece during one of the most volatile stretches in the history of both U.S. and global equity markets. This volatility has...
Read MoreA New Age of Corporate Pragmatism
The Shift from ESG and DEI to Pragmatism: What Amazon’s Nuclear Energy Investment Really Signifies for Investors Over the past decade, corporate America has been heavily influenced by trends such as wokeism, Environmental, Social, and...
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How Many Paychecks Do You Have Left?
Have you ever asked yourself, "How many more paychecks do I have before I retire?" It may seem like a simple question, but it can offer valuable insight into your retirement savings strategy. Knowing how many pay periods you have left...
Read MoreWhy Malcolm Gladwell's Latest "Revisionist History" Season is a Must-Listen for Everyone
As a passionate admirer of the Olympics, I’ve always been captivated by the profound display of human excellence, discipline, and determination that these games represent. The Olympics, at its core, showcases how individuals from...
Read MoreCultivating the Future: Investing in Indoor Hydroponic Agriculture
I often drive through the farmlands of Southern Kentucky and Northern Tennessee and can’t help but admire the vast stretches of greenery that have sustained generations of farmers and communities. These fields, rich with history and...
Read MoreYour Money Doesn't Care about the Election
As we find ourselves in the middle of another election season, it's easy to feel overwhelmed by the uncertainty of our political future. Social media and news outlets are often filled with negativity, and even friendly gatherings can...
Read MoreThe Risks of Investing in an AI Future – As Described by AI Itself
I asked Chat GPT what risks AI poses to the financial services industry and I was fascinated by its answer. I believe it’s important to pay close attention to the answer: AI poses several risks to the financial services industry,...
Read MoreNavigating Inflation: Protecting Your Financial Future in Uncertain Times
Inflation is like a virus: often imperceptible but potentially devastating in the long term. For nearly twenty years, we've been fortunate to experience minimal inflation, thanks to the Federal Reserve's policy of keeping interest...
Read MoreBroadening Your Investment Horizon: The Financial Benefits of Travel
Traveling enriches our lives in countless ways, fostering personal growth, cultural understanding, and unforgettable experiences. But beyond its inherent value in personal development, travel also holds significant importance from a...
Read MoreMastering Financial Strategy: Insights from the Chessboard
Picture this: a chess master seated in an auditorium surrounded by 50 chess boards, each with a player eagerly awaiting their move. It's a scene that evokes both awe and curiosity – how can one person possibly manage to...
Read MoreAppreciating the Blessings of Quality Controls: Lessons from Airline Safety
In a world where news cycles often highlight the negative, it's crucial to take a step back and appreciate the blessings we often overlook. Recently, an incident involving a blown-out door plug from an airplane served as a stark...
Read MoreThe Delicate Balance Between Contentment and Complacency
The Delicate Balance Between Contentment and Complacency: In the pursuit of a fulfilling life, two concepts often find themselves at odds: contentment and complacency. While on the surface, these words may appear similar, they...
Read MoreEmpowering Children with "No"
Saying "no" to your kids when they ask for money more than saying "yes" will make them more financially savvy.
Read MoreValue Your Financial Advisor
Among the most disheartening things a financial advisor can hear from a client is: “I know I don’t have as much money as your other clients but…” When these words are spoken, there could be various reasons...
Read MoreFrom Gravity to Prosperity: The Laws of Money
Economic law is as immutable as the laws of physics. For example: in order for a man to fly he can’t simply jump from a high cliff, flap his arms and be on his way. He must not only respect the physical laws of gravity but also...
Read MoreAction over Procrastination
In my encounters with various individuals, I often come across two common reasons for procrastination: waiting to meet with a financial advisor until they have more money and delaying exercise until they lose weight. However, both of...
Read MoreTravel: The Universal Language of Love
Traveling is an extraordinary journey that holds immense value. Among the myriad of reasons why, one stands out above all: the realization that, no matter where you are in the world, everyone shares the same profound desire - to love...
Read MoreMoney is Like Sand
Place yourself at a serene beach. Feel the warm sand beneath your feet, listen to the soothing sound of waves rolling onto the shore, and taste the hint of salt in the air. Now, envision picking up a handful of sand, trying to hold on...
Read MoreImpatient to the Patient
Warren Buffett said: “The stock market is a device for transferring money from the impatient to the patient.” What else can be said?
Read MoreA Financial Advisor is Like a Doctor
Imagine you're at a party where you strike up a conversation with a doctor and a financial advisor. Would your first question to the doctor be, "What medications should I take?" Of course not! Similarly, your first question to the...
Read MoreMoney is Like a Flame
Imagine a football stadium full of people; 60,000 shoulder to shoulder, but it’s pitch black and everyone stands in silence. In the center of the arena, a flicker of light from a match lights a candle in the hand of a woman...
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