How accurate are market predictions? Historically, not very. Be wary of relying on economic predictions--better to build your financial arc to be able to
Read More
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
Read More
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
Read More
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
Read More
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
Read More
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
Read More
Warren Buffett is indisputably one of the greatest investors of all-time, perhaps the greatest...GOAT (Greatest of All Time) is a difficult distinction to
Read More
In times of market volatility, investors frequently read articles pontificating to “stay the course”, “have a long-term view”, and “don’t look at your statement
Read More
Much is written about the lottery, particularly when the jackpot reaches a record - typically near the $1 Billion mark. Sadly, many people continually play the
Read More
When it comes to my own finances, I utilize a similar framework to one that I recommend to most of my clients: have a solid foundation (emergency fund, reduce
Read More
Real estate can be an attractive investment. Before diving in, practice due diligence and know what you're getting into.
Read More
It's popular opinion that real estate investments make the best returns, but this is far from the truth, according to 117 years of market data.
Read More
