MW/Wealth Management... is Modular and Reflexive...

Does it Work for YOU....

AIG goes Modular

Barbie goes Modular... TIME magazine...

Think Different

To make money, you must find something that nobody else knows, or do something that others won’t do because they have rigid mindsets – Peter Lynch

To make money in the stock market you either have to be ahead of the crowd or very sure they are going in the same direction for some time to come. – Gerald Loeb

You can only make big money by being right about something that most people think is wrong. – Paraphrasing Howard Marks

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To make mone, you must find something that nobody else knows, or do something that others won't do because they have rigid mindsets - Peter Lynch

Process vs Outcomes

However beautiful the strategy ( process), you should occasionally look at the results (outcomes)

~ Winston Churchill

( Game Theory, Emergence )

The Rise of The Robo and The Demise of Slothosaurus Rex

Slothosaurus is a unique RIA phenomenon . A child of the good old days - 5% commissions, 2% management fees, hatred of all things tech - Slothosaurus

Saving Capitalism....

Building a 21st Century Financial System....... Tim Cook on the Tax Codes...built for the Industrial Economy...