I’ve worked with hundreds of investors in my career. To date, no one has ever told me their goal was to lose money.
Yet apparently that’s becoming more of a ‘thing’ lately.
There are known knowns; there are things we know we know. We also know there are known unknowns; that is to say we know there are some things we do not know. But there are also unknown unknowns—the ones we don't know we don't know."
Disney is one the top performing Dobermans of the Dow so far in 2019. Shares have risen close to 30%.
Can you imagine JR Ewing sitting on a mat saying “Namaste”?
You’ve probably heard about the college admission scandal rocking Hollywood and other elite social circles. But do you know the story behind the story? That is—how authorities were tipped off in the first place?
The story I’m referring to is a stock market story, and it begins with a man named Morrie Tobin.
I was recently speaking with a friend about investments. At one point, he disclosed he didn’t have much liquidity. When I asked why, he said it was because he invested several million dollars in McLarens and Patek Philippe watches.
I thought he was kidding, but he was totally serious.
Utilities and REITs are two sectors our firm is overweight in 2019. I recently granted an interview with Bottom Line Inc. to share a few of my ideas in these areas, which you can read by clicking here.
Do you ever feel like your portfolio is a beach ball randomly bouncing around a stadium?
If that describes your recent experience, it’s easy to understand why. The S&P 500 was down over 13% last quarter. Now the index has staged a monster rally this quarter—bouncing back by 13%. Why such a dramatic reversal?
Boeing is the best-performing Dow stock over the last ten years. Since March 1, 2009, shares have soared 1,307%.
What propelled the aerospace giant into the stratosphere?
Follow the firm's free-cash flow and you'll find your answer.
Boeing's Cash Flow Surge
Ossie Dahl’s retirement didn’t go as planned.
The 64-year old hospital exec had just completed a 40-year career at White Plains hospital in New York.
Moments after finishing a speech at his retirement party, he collapsed and died.
***
Nobody knows how long they will be “retired.”
"I’ve had the great pleasure of having Michael as my investment manager for the past several years. In fact, he is way more than that. He is a trusted guide who coaches his clients to look first at life’s bigger picture and then align their financial decisions to support where they want to go. Michael and his firm take a unique and personal coaching approach that has really resonated for me and helped me to reflect upon my core values and aspirations throughout my investment journey.
Michael’s focus on guiding the "why" behind my financial decisions has been invaluable to me in helping to create a meaningful strategy that has supported both my short-term goals and my long-term dreams. He listens deeply, responds thoughtfully, and engages in a way that has made my investment decisions intentional and personally empowering. With Michael, it’s not just about numbers—it’s about crafting a story of financial growth that has truly supports the life I want to live."
-Karen W.
"As a long-term client of Silverlight, I’ve experienced not only market-beating returns but also invaluable coaching and support. Their guidance goes beyond finances—helping me grow, make smarter decisions, and build a life I truly love. Silverlight isn’t just about wealth management; they’re invested in helping me secure my success & future legacy!"
-Chris B.
“You likely can’t run a four-minute mile but Michael’s new book parses all you need know to win the workaday retirement race. Readable, authoritative, and thorough, you’ll want to spend a lot more than four minutes with it.”
-Ken Fisher
Founder, Executive Chairman and Co-CIO, Fisher Investments
New York Times Bestselling Author and Global Columnist.
“The sooner you embark on The Four-Minute Retirement Plan, the sooner you’ll start heading in the right direction. This fun, practical, and thoughtful book is packed with investment wisdom; investors of all ages should read it now.”
-Joel Greenblatt
Managing Principal, Gotham Asset Management;
New York Times bestselling author, The Little Book That Beats the Market
“In order to preserve and protect your pile of hard-earned capital, you need to be coached by pros like Michael. He has both the experience and performance in The Game to prove it. This is a great Full Cycle Investing #process book!”
-Keith McCullough
Chief Executive Officer, Hedgeye Risk Management
Author, Diary of a Hedge Fund Manager
“The Four-Minute Retirement Plan masterfully distills the wisdom and experience Michael acquired through years of highly successful wealth management into a concise and actionable plan that can be implemented by everyone. With its clear guidance, hands-on approach, and empowering message, this book is essential reading for anyone who wants to take control of their finances and secure a prosperous future.”
-Vincent Deluard
Director of Global Macro Strategy, StoneX
© 2025 Silverlight Asset Management, LLC. All rights reserved.
