Coca-Cola® Cake

Whether you are tailgating on campus or enjoying the game at home, Rebecca Lang has a winning dessert for ALL—Coca-Cola® Cake! Coca-Cola® Cake Makes: 12 servings Ingredients 1 cup Coca-Cola® soft drink ½ cup whole buttermilk ¾ cup unsalted butter, softened 1½ cups granulated sugar 2 large eggs, lightly beaten 1 tsp vanilla extract 2 […]

Investment Management 101: Bear Markets

Let’s keep 2022 in context. We are experiencing a bear market (decline of 20% off recent high), which historically occurs every 3.5 years. Over the past 15 years, government intervention has disrupted the normal frequency. History teaches us the economy is cyclical; bear markets are a natural part of the cycle.

Bull vs Bear

History teaches us that bull market gains are 11x greater than bear market losses. Since 1929, the average bull market lasts 32 months and returns roughly 400%. In contrast, the average bear market lasts 14 months and drops an average of 36%.


Soaring inflation and gasoline prices have everyone on edge. Unlike the princess, we understand. An insightful client recently told us: “I watch oil and gas prices because they affect everybody. It doesn’t matter if you drive a car or a boat or a plane – they all need gas.” Here are three quick thoughts on […]

Elon Musk: A Primer

Elon Musk, carnival barker or the next Thomas Edison? Our vote – the next Thomas Edison, with a dash of Henry Ford, John D. Rockefeller and Andrew Carnegie. Consider his resume – Founder, CEO and product architect of Telsa, Inc., which produces fantastic electric vehicles. Founder, CEO and chief engineer of SpaceX, a space exploration […]

Financial Planning: The Intersection of Math and Human Nature

Financial planning is an integral tool to helping you achieve your goals. In an ideal situation, what does your life look like in the future? What are your aspirations for your children and your grandchildren? What keeps you up at night?\ Math: Where do you stand? Our plans use Monte Carlo simulations to assess the […]


One of our (Shannon and Casey) favorite indicators, VIX is the ticker symbol for the Chicago Board Options Exchange’s Volatility Index. Consistent with its name, the VIX is a measure of volatility, or how fast prices change. Sometimes called the fear gauge, the VIX “is a calculation designed to produce a measure of constant, 30-day […]