Coffee With Andrew

Goals Driven Investing

Not going to sugarcoat it — this morning's coffee is a bit stronger than last week's brew and a little more Irish in nature if you catch what I am saying. It has been another long, turbulent week in the financial markets which has led to another record-breaking development. If you recall, last week's market price action led to the fastest market...

Spring Cleaning

Thank you for joining me this morning. I have been looking forward to this extra strong, much needed, cup of coffee as there are a number of items we will chat about following the extreme volatility that occurred in the financial markets. As you probably know, the global markets experienced one of the fastest “corrections” on record with the S&P...

L.O.V.E. is in the Air

Valentine's Day is by far my wife’s most favorite holiday. Why shouldn’t it be? It is the day where love fills the air and embodies awe-inspiring romantic gestures for every hopeless romantic. For individuals like me, the day is, of course, meant to show appreciation, but more so to express my gratitude for putting up with my difficult antics and...

Slicin N’ Dicin

Before we dive into coffee today, I must confess that I am addicted to food. To be honest, this is no new revelation but something I am reminded of every time I devour a wonderful meal. And to be fair, I am not addicted to just food in general, but food that is life-altering, change shaping (metaphorically), and spirit-lifting. Food...

Liquidity Conundrum

Last week we issued our Quarterly Reflection which highlighted DCA’s recent firm achievements, financial planning process, succession planning, and our investment strategy 2019 review and outlook. Documents such as these are never easy to prepare as there is only so much we can share in an easy to read, digestible manner. Nonetheless, we hope to provide our clients, prospects, and...

Addressing the “Bear” in the Room

Happy New Year and Happy New Decade to each of you! This time of year allows for reflection on the past and renewed vigor for what lies ahead. We are excited for the year ahead as we continue building for a strong future for both our burgeoning company but most importantly our clients. We will be publishing our Quarterly Reflection/Year-End...

What The Risk

Happy pre-Thanksgiving Saturday! As I write this letter, I must confess that I have fully transitioned into Stretchy Pant Season. In fact, I am spending the entire Saturday testing each of my recently purchased stretchy pants to ensure that holiday bloat doesn’t constrict my comfort levels. I find nothing more inconvenient than wearing a nice fitted outfit on a day...

Chatter Clatter

What a great time of the year! As my fellow coffee drinkers know, I thoroughly enjoy the cold months, warm food, bright lights, and festivities centered around holiday cheer. But, in truth, there is another great reason to enjoy all these wonderful gatherings—they serve as a great opportunity for investment research. Now, to be clear, I am not talking about...

All Time Highs

It is hard to believe that there are only 16 days until Thanksgiving, 43 days until Christmas, and 50 days until we usher in a new decade! When reflecting on this, I am always amazed at how fast the years fly by. In fact, it seems that as the older I get, the more fleeting time becomes especially during the...