Market Jitters
We've all seen the headlines declaring that "markets are in a free-fall". Maintaining your discipline during times of volatility is critical to investment success.
Over the years we have authored these articles to share with our clients and friends. We think they are like an old favorite movie that you will want to see again and again. Please feel free to make copies and share with your friends. Looking for an older article? See our Article Archive.
China's Bear Market
The recent severe volatility in China’s mainland markets has raised questions among many investors about the causes of the market downturn in China and the wider implications for the global economy and markets. The Shanghai Composite Index more than doubled…
What to Do About Tax-Related Identity Theft
Although most of the public is well aware of how prevalent tax-related identity theft is, the statistics are startling. According to the IRS Taxpayer Advocate Service, tax-related identity theft has risen more than 650% between 2008 and 2012...
Chasing Returns: Avoid the Next Financial Cliff
In the past few years, US stocks have registered strong gains. Yes, there was the ugly dive in September and October of 2014. Even so, US large growth stocks were up...
Worth its Weight in Gold
This oft used idiom describes something of great value and importance. Frequently, the item being praised has minimal intrinsic value – but the value to the user can be immeasurable. A canteen of water in the desert...
Financial Hypochondria
Individuals who suffer from hypochondria have an excessive preoccupation with their physical health, which manifests itself into an unrealistic fear of having a serious disease. As they focus on and worry about physical sensations, a cycle of symptoms and worry...
Buffett’s Explicit Instructions to His Wife: Index!
It’s interesting that Warren Buffett, the fourth wealthiest person in the world (according to Forbes) and one of our most successful investors, offers some sage investment advice to his adoring public that is largely ignored. His simple message to investors is to avoid trying to beat the market.
An Unwavering Commitment to You
With seven shareholders, nine advisers, and over 150 years of collective experience, we have been working diligently on our business continuity plan to be around to serve our clients for generations.
Free Lunch
A common expression in life is, "There's no such thing as a free lunch." In other words, it’s virtually impossible to get something for nothing. However, in our approach to investing, there are a few “free lunches” that we’re able to exploit and feed to our clients.