Blogs

As we embark on a new year filled with possibilities and challenges, it's crucial to maintain a disciplined approach to investing amidst market uncertainties. The past three years have been a testament to the resilience of long-term investment strategies, emphasizing the importance of detaching emotion from investment decisions and maintaining a steadfast focus on the horizon.

It’s common for people to think that an election outcome directly affects capital markets. However, markets and politics are separate phenomena and shouldn’t be commingled to forecast an outcome.  As investors, we partner with businesses through share ownership when we buy stock in a company.  We don’t pay much attention to what the overall market is doing or its manic-depressive tendencies. 

Mark Twain had a famous quote from way back in the early 1900s. “October: This is one of the peculiarly dangerous months to speculate in stocks. The others are July, January, September, April, November, May, March, June, December, August, and February.” Cleverly, he highlighted the point that speculating in “any” month could be dangerous. Interesting insight from over 125 years ago—and the same holds true today.

When you’re thinking about hiring a financial advisor, you might be in the process of reconciling all your various investment accounts. After several decades of work, and perhaps a few different employers, one might have many accounts spread across several different financial firms.

Charles T. Munger—known by most as "Charlie"—passed away on November 28th, 2023 one month short of age 100. He was Warren Buffett's partner in building Berkshire Hathaway over the last 50 years.

Preparation for retirement is a crucial component of your financial journey. It entails careful planning, strategic investing, and prudent asset allocation. Most people…