Investment Services Blog | Vero Beach & Indian River County | PASI

Wednesday, October 7, 2026

Two Key Numbers

Two Key Numbers

The stock market is entirely being driven by tech/AI names again. The chart below shows the…

Friday, August 7, 2026

Oil - Some Back of the Envelope Math

The world uses about 103 million barrels of oil per day. Before the Iran War effectively…

Wednesday, July 29, 2026

The 530A

The 530A "Trump Account": Giving Your Child a 60-Year Head Start

Monday, July 6, 2026

Senior Living Communities

Senior Living Communities

Most of us can relate to the long car rides as kids or with our kids where they continuously…

Thursday, May 21, 2026

SpaceX: An Otherworldly Bet on Musk, Inc.

SpaceX: An Otherworldly Bet on Musk, Inc.

SpaceX is expected to go public under the ticker SPCX on June 12. They will be selling…

Tuesday, May 5, 2026

The World is Jagged

The World is Jagged

The era of the mega-star – artists like Madonna, Taylor Swift or Coldplay – may be fading,…

Monday, March 9, 2026

Energy / Iran -- Some Thoughts

Energy / Iran -- Some Thoughts

The closure of the Strait of Hormuz due to Iranian drone attacks has created a brutal…

Thursday, February 12, 2026

Amazon's Big Bet

Amazon's Big Bet

I saw a humorous tweet the other day:

Friday, January 9, 2026

Making Connections

Writing a quarterly newsletter for clients is a terrific exercise because it forces us to…

Friday, November 14, 2025

Retirement Savings - 2026 Contribution Limits

Retirement Savings - 2026 Contribution Limits

2026 Retirement Contribution Limits Released

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