This quarter's client letter covers unpredictable markets, the importance of cybersecurity and thoughts on the rising popularity of A.I.
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
Founder and President Christopher Flis shares his thoughts on 2022's market volatility, the track record of prognosticators, and focusing on what you can
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
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
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
Read More
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.
Read More
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
Read More
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
Read More
This is a follow-on to the COVID-19 related communications my Firm has had with our Clients in March 2020.
Read More
