July 2010

Independence Day

Today I announce the founding and State of Wisconsin registration of my new firm:

Bluemound Asset Management, LLC.

While I was happy with my affiliation with Annex Wealth Management, and it was a successful relationship for both Annex and myself, it was time to completely own what I do, the decisions, the successes, the failures, the equity, the debt, my relationships with my clients.  So on this Independence Day, I have another opportunity to address and one more thing to celebrate.

My ability to open Bluemound Asset Management, LLC is all due to you, my clients, my friends, and my family.  Thank you from the bottom of my heart for your support.

I will be taking a break from writing as I attend to work of setting up the firm and moving accounts to the new custodian.  Make sure to come back the first week of October when I resume writing:

But first, a little relevant history to today’s festivities from John Adam’s thoughts to his wife Abigail:

"I am apt to believe that it will be celebrated, by succeeding generations, as the great anniversary festival... It ought to be solemnized with pomp and parade, with shows, games, sports, guns, bells, bonfires, and illuminations, from one end of this continent to the other, from this time forward for evermore."