Understanding Investment Rule #1
Warren Buffett's top two investing rules: Never lose moneyDon't forget rule #1 By never lose money, he doesn't mean avoiding investments that can decrease in ...
Investing Articles
This Month’s Market Volatility
The market volatility we saw last week, which has been threatening in fits and starts since the S&P 500 made an all-time high on January ...
2022 Investment Outlook
Our investment team just published its 2022 investment outlook (available here). It's a great overview of current market conditions and thoughtful guidance on positioning your ...
Charts You Need to See – Q1 2022 Market Guide
Every quarter, J.P. Morgan Asset Management puts out their Guide to the Markets slide deck. It's a great source of interesting and helpful information about ...
(Not) Investing in Crypto
2021 version of being a financial advisor. People used to ask me for stock tips. Now they ask what I think about investing in crypto. ...
2 Tesla Investment Lessons
Elon Musk is the the richest person in history after Tesla stock’s monster gains turned it into a trillion dollar company. Tesla has been a ...
Optimists Get Rich, Cynics Get Airtime
Optimism changed human history and created economic growth. It brought the scientific revolution and a belief in progress according to Yuval Noah Harari’s, Sapiens: A ...
What’s Next for the Recovery and Bull Market
I really enjoyed this conversation with two great investment minds this week. Bob Weisse, Chief Investment Officer of our firm, and Brad Long, Research Director – ...
Checking in on This Bull Market
Stocks are up this year. Bonds have struggled. Real assets have done well. Global Stocks and U.S. Bonds Year-to-Date Returns And there's been minimal volatility ...
Carl Icahn Spoke, CNBC Didn’t Listen
Carl Icahn was on CNBC the other day. I like listening to Icahn. He's an outspoken and interesting guy talking about the markets, which I ...