Like so many elements of life, coming into sudden wealth can be a double-edged sword. Often considered a blessing and a curse, sudden wealth or a...
10 Tips to Managing Sudden Wealth and Financial Windfall
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Recent Events and Market Volatility
Global markets continue to see extensive selling today after last week’s very volatile action. Japan slid a very substantial 12.4% overnight, and...
August 3 Update: Recent Events and Market Volatility
This has been a very volatile week across global capital markets, with central bank policy, economic data releases and earnings from major...
Big Changes in the Equity Markets
The Dow Jones Industrial Average (which has a lot of value stocks) closed up over 700 points today, hitting a new record high, almost 41,000. The...
2024 Q2 Quarter-End Market Update: Memory Lane
On October 1, 1999, almost 25 years ago, an intrepid little band of financial advisors and staff made their way from Palo Alto to Redwood Shores to...
2024 Q2 Mid-Quarter Market Update – Through Thick and Thin
Buffett and Munger – A Partnership for the Ages On May 4 Berkshire Hathaway, the conglomerate run by Warren Buffett, held its annual meeting. ...
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...