Quarterly Client Letter: 2023 Q4
If there’s a message to take from 2023 markets, it is this: Timeless wisdom best informs timely decisions.
Entries by Travis Allen
Beware of the Investment Sales Pitch
I’m going to use this post to speak my investment truths. I hope it connects with enough of you to keep me from going broke…
Buy the Boat
Splurge on the big family trip, get a new car every couple of years, and certainly buy coffee at Starbucks in the morning. (sorry Dave Ramsey)
What’s on the Horizon
As much as I wanted to announce my next endeavor being a large lottery win, once again Powerball has let me down. Fortunately, I have a back-up plan.