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.
A popular Beatles tune contains the lyrics, “Oh, I get by with a little help from my friends.” These comforting words of wisdom can apply to many aspects of life, including the investing world. Sometimes it takes the help of a few friends to provide better solutions for clients, and that’s exactly what happened back in 2003.
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.
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…
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...
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...
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...
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...
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.
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.
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.
