This quarter's client letter covers unpredictable markets, the importance of cybersecurity and thoughts on the rising popularity of A.I.
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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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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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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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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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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
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Some thoughts from our founder on the recent market fluctuations, historical trends and interest rates. What to do in the face of market corrections? Build a
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We share our April 2021 client letter, commenting on recent market trends, news and other factors that may impact investments and our attitudes toward them.
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The election is just around the corner, which means the news cycle is constant and overwhelming. It’s difficult to find the facts in the midst of all the
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This letter, originally sent out to clients in August of 2020, highlights the impact of presidential elections on the stock market. What's reality and what's
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This is a follow-on to the COVID-19 related communications my Firm has had with our Clients in March 2020.
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