Buffett and Munger – A Partnership for the Ages On May 4 Berkshire Hathaway, the conglomerate run by Warren Buffett, held its annual meeting. ...
2024 Q2 Mid-Quarter Market Update – Through Thick and Thin
read more
How to Reflect on and Improve Your Financial Literacy
Just like your financial wellbeing, financial literacy is a journey. Whether you're a seasoned investor or just beginning your journey toward...
2024 Q1 Quarter-End Market Update: RIP Danny Kahneman
Danny Kahneman, who passed away last week, was one of my intellectual heroes. Along with his close collaborator, Amos Tversky, who passed in 1996,...
Nvidia Frenzy and the Fear of Missing Out
You may remember the two powerful emotions we guard against in a long-term investment program—fear and greed. These two villains aim to cause you to...
2024 Q1 Mid-Quarter Market Update – S&P 500 Hits 5,000
On Friday, February 9 the S&P 500 closed above 5,000 for the first time. I began my career in the investment business on August 1, 1993 when...
2023 Q4 Quarter-End Market Update: The Great Puzzle
I think it is fair to say, as we end this interesting and challenging year and head into perhaps the strangest election year ever, that we are faced...
Global Events and Capital Markets
Where to begin? It is difficult to make sense of all of the events unfolding around the world as we approach the end of a tumultuous year and look...
Holidays and Trust Funds: Discussing Generational Wealth Transfer & Family Wealth Planning with Adult Children During the Holidays
The holidays are a time for family, feasting, and... generational wealth transfer discussions? Don't let the thought of talking money with your...
2023 Q4 Mid-Quarter Market Update – A World of Turmoil and Transformation
War in Israel/Gaza On October 7 Hamas invaded southern Israel, massacred 1,400 Israelis and others from around the world, and took 240 hostages. ...
Practicing Gratitude for Wealth and Health
Gratitude is like a superpower for your wellbeing. Over the past few decades, research has linked gratitude to increased happiness, improved mental...