March 20, 2025: Understanding Risk: How Secured Notes Differ from Stocks and Bonds

03/20/2025: Understanding Risk: How Secured Notes Differ from Stocks and Bonds Investing with Confidence: Why Secured Notes Offer Stability Investors are always weighing risk versus reward. While stocks offer growth potential and bonds provide steady returns, secured notes stand out as a unique investment option designed to offer security and stability. But what exactly makes […]

March 5, 2025: Market Whiplash: Is It Time to Seek Stability?

03/05/2025: Market Whiplash: Is It Time to Seek Stability? Recent market turbulence has been a stark reminder of the risks that come with investing in high-growth stocks. The past few weeks have seen significant drawdowns across major technology names, reflecting broader uncertainty and increased volatility. Consider the following declines from recent 52-week highs: NVIDIA (NVDA): […]

February 25, 2025: New Blog: “Tariffs – Past, Present & Future”

02/25/2025: New Blog: “Tariffs – Past, Present & Future” I’m excited to share that our latest Eppler Capital Funds blog is now published: “Tariffs: The Past, The Present, and Future Impact.” Tariffs have shaped economies for centuries, but where are they headed next? In this post, we dive into the history, current landscape, and potential […]

February 19, 2025: DOGE: Government Overhaul and Its Ripple Effect on Your Investments

02/19/2025: DOGE: Government Overhaul and Its Ripple Effect on Your Investments In recent weeks, the Department of Government Efficiency (DOGE) has dominated headlines with its aggressive approach to streamlining federal operations. Spearheaded by tech mogul Elon Musk, DOGE aims to reduce government spending and enhance transparency. But what does this mean for investors? A Quick […]

February 7, 2025: Why Don’t You Invest Like Harvard’s Endowment?

02/07/2025: Why Don’t You Invest Like Harvard’s Endowment? Why Don’t You Invest Like Harvard? Harvard’s $50.7 billion endowment isn’t just big, it’s also one of the best-managed endowments in the world. Overseen by some of the brightest financial minds, Harvard and other Ivy League endowments have outperformed traditional portfolios for decades by focusing on alternative […]

January 29, 2025: How DeepSeek and AI Are Changing Investing

01/29/2025: How DeepSeek and AI Are Changing Investing Artificial intelligence is no longer a futuristic concept—it’s here, and it’s changing how people invest. AI can process huge amounts of information quickly, spot trends, and help investors make smarter decisions. One of the most exciting developments in AI is DeepSeek, an advanced model designed to analyze […]

January 23, 2025: Slow Money is Smart Money

01/23/2025: Slow Money is Smart Money In a world where instant gratification dominates, the principles of patience and long-term thinking often get overshadowed. But when it comes to investing, “slow money” – the art of taking a disciplined, patient, and methodical approach – has consistently proven to be one of the smartest ways to build […]

January 15, 2025: 2025 Market Trends and Opportunities

01/15/2025: 2025 Market Trends and Opportunities We are excited to share our 2025 Market Outlook, offering insights and strategies to help you navigate the year ahead. Here are some key highlights: Inflation and EmploymentThe Federal Reserve is nearing its inflation target of 2.5%, while employment remains robust. Despite these positive indicators, ten-year Treasury rates linger […]

January 1, 2025: Why Financial Goals Matter

01/01/2024: Why Financial Goals Matter Happy New Year! As we welcome 2025, it’s a perfect time to reflect on where we want to be a year from now. Many people start the year setting goals for fitness, career advancement, or personal growth. However, one area that’s just as important but often overlooked is setting financial […]