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Freedom or Control? The Capitalism-Socialism Crossroads

“You are entitled to your opinion. But you are not entitled to your own facts.” ― Daniel Patrick Moynihan ——- Life is all about perspective At the time of this writing, we do not know the results of the various elections across the United States on Tuesday, November 4th.  Such is the challenge of publishing […]

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Big Business & Halloween 2025

“Halloween is a perfect metaphor for business: creativity draws the crowd.”    ——- Happy Halloween and Business is Booming! According to the National Retail Federation (NRF), the 2025 Halloween spending estimate of $13.1 billion represents an increase of $1.5 billion over the 2024 estimate of $11.6 billion Once the domain of kids, it is now very, very big business! Are […]

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Thinking of Moving to Europe?

“Here is what you need to know before you go.”    ——- This week’s travel column (see below) comes from Brandon Ahearn, who brings a truly distinctive professional background as both an attorney and a CFA (Certified Financial Advisor). Born in the United States and now living in Switzerland,  Brandon offers a perspective that is […]

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The “October Effect”

“Stock market trends?”    ——- Last week, I discussed how stock markets tend to behave in a non-election year here in the United States. Yet, no real look at seasonal patterns would be complete without revisiting some of the more dramatic October moments in history—moments that remind investors just how fragile confidence can be when […]

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Welcome to the Final Quarter of 2025

“Stock market trends?”    ——- When you look at the stock market’s history, the final quarter of the year has often carried a modest but noticeable tailwind. Investors know Q4 as a period where sentiment tends to turn a bit more optimistic, supported by holiday spending, year-end portfolio positioning, and even something as simple as […]

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Apophis: A Close Call from the Cosmos!

 “The asteroid that shook science.”    ——- April 13, 2029 and all eyes will be on the heavens! Back in 2004, astronomers discovered a near-Earth asteroid that quickly made headlines for all the wrong reasons. Named Apophis – after the Egyptian serpent-god of chaos – it measured over 1,000 feet across and early calculations suggested […]

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This Week Marks the 24th Anniversary of 9/11

“Never Forget.” ——- Thursday marks twenty-four years since the attacks of September 11th.  With time, it’s natural that the emotional intensity fades for many, yet this day remains one that forever changed the United States and the world.  It reshaped history, policies, and even the way we live and travel. Several years ago, my wife and I […]

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This Week’s Insights & Discoveries!

“Global trends & hidden gems.”    ——- Welcome to this edition of our newsletter, where we take a look at an eclectic mix of subjects that caught our attention.  From the serious to the lighthearted, it’s always our goal to bring you insights that inform and hopefully entertain.  This week we examine the growing trend […]

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Why Labor Day Stands Apart!

“The holiday with a story.”    ——- This Monday is Labor Day in the United States and Canada, and since it’s right around the corner, it once again feels like it crept up on us without much warning. Labor Day is one of those holidays that varies depending on where you’re standing.  Here in the […]

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Hurricane Season 2025

“What you need to know.”    ——- Hurricane Erin is already making history as one of the most powerful storms in recent years. Forming on August 11, 2025, it exploded from a tropical storm into a Category 5 powerhouse in just over 24 hours – an almost unprecedented leap in the Atlantic. At its peak, Erin packed winds of […]

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