

Chart of the Month: Incredibly Shrinking Shares
Most of the investment crowds’ research and forecasts measure the supply and demand for a company’s products or services. But never forget the most important factor in what moves a stock price next – the supply versus demand for its shares. This chart shows that almost half of all Apple shares (44%) have disappeared from the open market, no longer available for a new buyer to bid on. We wanted to share the fingerprints from one of the largest buyers of stocks in the world,


Meet our Director of Financial Planning
My first job in financial services was filing papers and answering the phone for my dad, Doyle. I was 15. He started a financial planning and wealth management firm in Fargo, ND, when I was 3. Even though I grew up hearing about his work and meeting his clients, I never planned on being a financial planner. I was the college kid who made it my mission to take classes in every building of my small liberal arts college and changed my major multiple times. After graduation, I sp


Compounders: Three Ingredients From The Most Amazing Gas Station Pizza
On road trips as a kid, my favorite snack at a gas station was a Snickers bar. If I were really lucky, and it was a fancy one with a freezer, I’d cross my fingers that they had a bombstick. Each one of those seemed fresher than anything cooked behind the glass. Gas station grub has gotten a lot better at a few stops. On a recent road trip visiting colleges with my daughter Casey, we stopped at my favorite gas station. She thought I was just being goofy, wanting a photo, becau


A Big Tax Tip Hiding in Plain Sight
There should be no tax season, it’s a year-round priority for investors. The reason many put it off, and don’t like to think about it, is that too often it’s a painfully large number owed and it keeps getting more complicated – both the tax rules and investment products. Here is my nomination f or the most powerful way to slay both of those dragons for an investor. I would love to show you how we pay only a 10% effective tax rate on all the income from our largest account


GRINdexing with the Piano Man
This is one of our favorite memory bank deposits we’ve ever made with a partner, to celebrate our favorite season of giving.


What’s Cooler than Robots?!
“ Our biggest challenge is project selection ,” explained the CEO of Comfort Systems on their most recent quarterly earnings conference...


A Beautifully Simple Clue to the Stock Market’s Biggest Winners
How can you hit a homerun in the Stock Market? We’ve studied every quantitative measurement and objective data set across the history of...


Creating Their Own Climate
Of all the industries taken for granted in the U.S., but capable of improving standards of living and unleashing enormous productivity in...


Outworking Consumer Sentiment
If you Google “consumer sentiment,” there are 61.7 million search results. There are even more opinions and predictions, tied to each one...

