Coffee With Andrew

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...

Stretchy Pant Season

I hope to see you at the State Fair of Texas today! I am pleased to report that I have adequately prepared for  Operation Food Crushin’   that commences in T-minus 4 hours. Preparation for events such as these require great attention to detail and proper planning. Not only did I force myself to drink two cups of celery juice per day,...

“Howdy, Folks” – Big Tex

Ladies and Gentlemen, the day is upon us for some boot-scootin', fried eatin’, Ferris Wheel ridin’, State Fair festivities! Like any other true-blooded Texan, this is one of my favorite events because it allows me to indulge in some of the tastiest morsels of the year. My 2019 strategic goal, which I’ve named Operation Food Crushin’, is to enjoy no...

Growth Matters

Last week over coffee we sampled DelosCA’s Spicy, Secret Sauce; how we measure and map where we are in the economic cycle. We began exploring our first and arguably most important ingredient, interest rates. We discussed how interest rates, aka the cost of money, play a powerful role in determining one’s appetite for consumption.