WEALTH MANAGEMENT 530 320 3287
Every Monday morning I go shopping. Not for groceries. I shop in the biggest market on the planet: the $24 trillion US Treasury bond market. I find the juiciest profits on the yield curve and add that to client accounts. Currently the ripest yield is more than 5%. Profits this high have not been available for sixteen years, so this is an extraordinary opportunity for high yield with what many consider the safest investment in the world.
Pebble Beach Check In
A client relates that rooms at the Pebble Beach Lodge are booked months in advance, even the $6,000 per night suite, and add extra for the adjoining nanny room.
Resort life in Portugal
After twenty-plus years in America raising a family, a long-term client now lives full-time in a resort in rural Portugal. She loves the friendly people, the beauty of the land and the leisurely pace.
She loves living at the resort. She says it is a perfect place to relish the simple things in life. She enjoys spending her days exploring the surrounding countryside and making new friends with the other guests. She was ready for a change. She found it in a village in Portugal.
Do you want to be a market watcher?
That's what we do, so you don't have to. Perhaps you've tried watching each market move. It's fun for awhile; then, not so much. That's our mission, which we do each day for clients' benefit. So we find investments early in the ever-changing market and recognize business cycles that we've seen before and know how to respond.
We go further. In August, we travel to Jackson Wyoming while the Fed conducts their annual Symposium. Pictured here is the 'Troika', Powell, Brainard and Williams. The Fed has a great influence on investments, so it's good to talk informally in person and learn their views.
What to do now, after the SVB bank run
Now is the time to protect and conserve cash. Open an account and we will invest in US Treasury bills paying 5% plus with up to one-year maturities, insured for $500,000 by the SIPC. To open an account, text or call 530 320 3287 with your name and email, and we will send you an application.