Odyssey Investments, Ocean City, MD (2026)

08/05/2026

For many people, one financial question quietly lingers in the back of their mind:

"Am I behind?"

Maybe you started investing later than you planned.

Maybe student loans, raising a family, buying a home, or simply trying to make ends meet took priority.

Or maybe you've been meaning to start investing but just haven't taken that first step.

After years of working with individuals and families, I've learned something important:

Almost everyone feels like they're behind.

The truth is, building wealth isn't about having a perfect past. It's about making disciplined decisions that move you closer to your goals over time.

In this edition of The Long & Short of It, I explore why so many people feel this way, why comparing yourself to others can be one of the biggest obstacles to financial progress, and what really matters when building long-term wealth.

I hope you'll take a few minutes to read it.

Read the full newsletter here: https://shorturl.at/D7Jvi

06/16/2026

Why does money feel so stressful?

For many people, it's not because they don't have enough money. It's because they don't know if they're making the right decisions.

Am I saving enough? Will I be able to retire comfortably? Am I investing correctly What happens if something unexpected occurs?

Like a lighthouse cutting through the fog, a financial plan can't predict the future, but it can provide direction when the path ahead feels uncertain.

In this edition of The Long & Short of It, Dane explores why financial stress is often rooted in uncertainty and how clarity can help build confidence.

Read the full article here: https://tinyurl.com/yck3pzsj

Want future editions delivered directly to your inbox? Join the mailing list at https://tinyurl.com/y79jvu5

04/30/2026

Earnings season provides something markets do not always have. Clarity.

While headlines continue to focus on inflation, energy prices, and geopolitical uncertainty, the underlying data is telling a more nuanced story.

S&P 500 net profit margins are currently at or near record levels, suggesting that businesses continue to operate from a position of strength despite the broader narrative.

In the latest edition of The Long & Short of It, Dane Krich from Odyssey Investments examines what earnings season is revealing about the current environment and why it is important to distinguish between perception and reality.

Read more here: https://shorturl.at/ASCb7

04/15/2026

Markets don’t wait for clarity. They move ahead of it.

As of April 14, 2026, the Nasdaq has risen for 10 consecutive trading days, its longest winning streak since 2021. What makes this notable is not just the move itself, but the environment it is happening in. Inflation concerns remain, geopolitical tensions persist, and headlines continue to shift daily.

So why are markets moving higher?

In the latest edition of The Long & Short of It, Dane Krich from Odyssey Investments explores this disconnect and what it reveals about how markets actually function. Prices are driven by expectations, not headlines, and markets often begin to recover before the broader economy shows clear signs of improvement.

The piece also takes a longer-term view, examining how markets have performed through past periods of conflict and uncertainty, and why maintaining discipline remains critical, especially when the outlook is unclear.

If you are thinking about how current events may impact your portfolio, this is a timely perspective.

Read more here: https://shorturl.at/n539T

03/30/2026

How are rising oil prices impacting markets right now, and what does that mean for your portfolio?

One of the clearest trends we are seeing in 2026 is the relationship between energy prices and equities. As oil prices move higher, markets have come under pressure, reflecting growing concerns around inflation, rising costs, and economic uncertainty.

This is not just a headline story. It is directly influencing how markets behave and how portfolios should be positioned.

In the latest edition of The Long & Short of It, Dane Krich takes a closer look at this dynamic, including a chart showing how oil and the S&P 500 have moved since the beginning of the year, and what that may signal for investors.

If you are approaching retirement, or simply thinking about how your portfolio is positioned in the current environment, this is a piece worth reading.

Read more here: https://shorturl.at/35fcv

Address

Ocean City, MD
21842

Telephone

+14109177587

Website

http://www.OdysseyInvestments.info/

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