The 1st quarter of 2026 is in the books, and what a quarter it has been. We have been off for a couple of weeks and have some important reminders.
Remember that you can text our office number (352)-333-7990 if you need to get a quick message to the office. Important messages are best relayed by phone call or email, but this additional means of communication may be useful.
Also, please be aware that our toll-free number will be out of service on April 7 and 8 due to a service adjustment.
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What do rising oil prices mean for inflation? This commentary provides good insight into a rapidly evolving issue.
Tyler Cowen interviews Arthur Brooks. Very interesting questions and answers.
An AI agent was built to recreate the “Guinness Index” in Ireland. An interesting use of emerging technology.
Higher education is evolving, and many believe that some institutions may not survive. This index seeks to measure the strength of different universities. The University of Florida and BYU both score well.
The supply of fresh water is a major concern for many western states. In Utah, researchers believe they have discovered a significant supply deep below the surface.
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Q: So, Iran- how do we manage this?
A: The same way we have dealt with previous geopolitical shocks- focus on your specific situation and goals. The increase in oil prices has and will put pressure on consumers and producers. How bad does it get? We don’t know. How long will it last? We don’t know.
There will be opportunities from this dislocation. There always are. We are happy to talk about your specific needs and concerns.
Recent market declines follow a prolonged period of strong market performance. Periods of volatility are a normal part of investing, and long-term success often depends on maintaining perspective and staying focused on established investment goals.
*Forward-looking statements are not guarantees of future performance and involve certain risks and uncertainties, which are difficult to predict. Past performance is not indicative of future results. Diversification does not assure a profit or protect against loss in declining markets.

