Our key takeaways from Warren Buffet and Charlie Munger from the Q&A portion of the 2023 stakeholders meeting included some thoughts on succession planning
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With the tumult in the financial sector in the start of 2023, we thought it appropriate to share our Q1 client letter, with reminders on market timing and
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Servicemember's Group Life Insurance (SGLI) coverage has increased from $400,000 to $500,000 starting in March 2023, and is automatically applied to all
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The SECURE Act 2.0 impacted the rules governing Inherited IRAs, essentially requiring most non-spouse beneficiaries who inherit retirement assets on or after
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Founder and President Christopher Flis shares his thoughts on 2022's market volatility, the track record of prognosticators, and focusing on what you can
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Knowing both your financial and emotional risk tolerance could be vital to your portfolio performance. Market volatility presents an opportunity to stress test
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The 2023 Medicare changes are here, and for the first time in several years, some premiums are lower.
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While we honor our Veterans for their sacrifice and valor every single day, we take one day every year as a nation to especially recognize the importance of
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Investing is one of the rare professions where an amateur can legitimately compete with professionals. By sticking with a few basic rules and focusing on index
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The Tim Ferriss interview with Howard Marks is one of my favorite podcasts. His insights into the financial landscape, and how best to asses the current market
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A financial advisor shares a lot in common with a personal trainer, offering accountability to get you started and keep going, to act as a coach to get you
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For amateur investors (that's most people) the prudent course is to commit to a systematic savings plan and let the market do the heavy lifting for you. I know
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