“Art enables us to find ourselves and lose ourselves at the same time.”
– Thomas Merton
David Neunuebel, senior advisor and partner of the Neunuebel Barrantes Wealth Management Group of Raymond James, is almost as passionate about art as he is about financial advising.
Financial assets, namely stocks, bonds and cash, are diﬀerent from what we call “real” assets.
We thought we’d share some of our thoughts about how we think through portfolio construction, what to put in it and how to weight the things we put in it.
Okay, let’s talk.
It amazes me how much fear has been perpetrated on us over the past decade. Everything is urgent. Everything is crisis.
When you go to a restaurant do you read the menu from right-to-left to determine what you’re going to eat? That is, do you look for the cheapest thing on the menu and then decide to eat that?
Have you ever loved silence, at least once in a while?
When we sit out on the front portal at our home in Santa Fe, it is so quiet it’s hard to get used to. Silence, clear silence. Quiet, stillness. It takes awhile to get used to it because I’m too often rushing, or if not technically rushing, doing, thinking, planning, whatever.
This bit of news has been way under the radar, and I believe it’s a big deal: according to Bloomberg, first-time home buyers rushed into the market last year, making up 38% of single-family home purchases - the biggest share since 2000.
"2018 should be gangbusters for earnings – I think a lot of companies are going to report stronger numbers than the revisions suggested simply because they couldn’t get full guidance."