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Latest From Our Blog

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Advice Warren Buffett Shared With Me In My Office

I’ve been a huge fan of Warren Buffett and his partner, Charlie Munger, for more than 25 years. For obvious reasons, the 2020 Berkshire Hathaway Shareholder meeting was available online. That meant I was able to hear from "Oracle of Omaha" while sitting in my home office. Unfortunately, my excitement was gone soon after the event started.

Investing Interesting
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Lifeboat Drills

Nobody likes it when the stock markets decline. This week we see two economic superpowers “saber-rattling” about who will impose the largest tariff. Because threatened or imposed tariffs have real long-term consequences, the global stock markets have declined relatively sharply. I take advantage of these rough times to run “lifeboat drills.”

Investing Risk Management
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IPO or IP Uh-Oh?

Over the last six months, several high-profile companies have decided to sell shares in the public stock markets. Companies like Uber, Lyft, Pinterest, Zoom Video and Levi Strauss all made the news when they “IPOed.” Let’s talk about the questions you might have about IPOs.

Investing
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Inverted!?!

It’s hard to miss the financial press’ recent headlines about the inverted yield curve, which (we are told) inevitably signals our next recession. Given the financial media’s history of blowing things out of proportion, I went to the original source of this indicator to discover what his research is really telling us.

Investing Retirement Planning
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Tooth Fairy Cuts

Delta Dental, for the last two decades, has gathered information about the generosity of the Tooth Fairy. The most recent figures show that she’s been stingier over the last two years. In fact, the price for teeth has dropped 18% over the last two years!

Investing Interesting
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I'm Going To Miss Saint Jack

This month, one of my heroes passed away at the age of 89. John Bogle was much more than the founder of Vanguard and the pioneer of index funds; he was one of the hardest working and most effective crusaders for investors.

Investing
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Two Sides

Whenever the markets show weakness, “tactical traders” are featured on various financial programs often telling stories about the importance of avoiding big losses. The buy and hold investor tells the opposite story about the pain of missing out on gains. Neither story is fair.

Investing