A little bit more about Steve Cole and his new company Salmon Bay Wealth Management


What I am Re-reading

1. Stocks for the Long Run by Jeremy Siegel

2. The Most Important Thing by Howard Marks

3. All things related to tax efficient investing. Shouldn’t just be only re-read at year end but that’s just how it is this time around

4.  Poor Charlie’s Almanack – The wisdom of Charlie Munger, Warren Buffett’s go to guy.  Someday I’ll have a signed copy

Great Educational Opportunities

Conferences that I would like to attend during the next 18 months.  Continuing education is one of the best parts of this job; you can always learn more and strive to be better at your craft.  My wish list for conferences for the future include the following:

Robin Hood Investors Conference
(NYC, November 2016)

Davos World Economic Forum
(Davos, Switzerland, January of 2017)

Grant’s Interest Rate Observer
(NYC, April or October of 2016)

South by Southwest

(Austin, Texas March 2016)



If you ever needed a coach who had no problems kicking you in the ass to get you going.  This guy could do it.


Great Movie, always had the itch to want to walk that other trail, “The Appalachian”, on the east coast


Great Comedy, hard to explain this one but it has a lot of fantastic moving pieces and dimensions too it.  You can only root these guys forward.

That’s it for now.  Good luck to everyone for 2016.  Try to get into a space or situation that will allow you to compound capital going forward.  You won’t regret it!!
Steve Cole,
Salmon Bay Wealth Management