Happy Birthday Dad

Happy Birthday Dad

Our Dad, Timothy Hubbard Dunn, known affectionately as T.H., would have turned 100 on August 26th. Sadly, he did not make it, but he gave it a good try, passing away at 89. We were very lucky to have had him with us for so long. Today, he would be proud to know that...
I Am Married to a B.I.T.C.H

I Am Married to a B.I.T.C.H

As we approach our 50th wedding anniversary, I began reflecting on all those years with my wife Christa. We met through a mutual friend in Montreal and the best part was that she lived just up the street, perhaps 100 yards from where I was ensconced in my parent’s...
Be Prepared

Be Prepared

My main focus today, as it has been for some time, has been on my children and grandchildren, preparing them as best I can for their financial futures. I try to impress upon them that investing does not need to be complicated. In fact simplicity is the key along with...
Thank you Jack

Thank you Jack

We lost an investing legend in January, Jack Bogle. Jack was the founder of the Vanguard Group and the man behind the first index fund. Jack revolutionized the way investors saved for the future, pioneered low cost index investing and was the little guy’s champion and...
Learning from 2018

Learning from 2018

I have always stressed in good times and in bad (and last year certainly qualified as bad) that it is imperative to have a well-diversified portfolio including stocks, bonds, real estate and private equity/venture capital. This chart, which equally weights the 10...
SANTA’S LITTLE HELPER

SANTA’S LITTLE HELPER

SANTA’S LITTLE HELPER Spending time with one’s grandchildren is always special, but Christmas is something altogether different. Decorating the Christmas tree, making gingerbread cookies for Santa, the school Christmas pageant, and then finally, mercifully, the...