Every year, legendary investor Warren Buffett pens a letter to shareholders that accompanies Berkshire Hathaway’s annual report. It’s a must-read in my opinion and while this year’s was a bit shorter than in prior years, it still contained plenty of insightful learnings. I highly encourage you to read the full letter for yourself. Below I’m […]

Interest rates have never been such a hot topic of conversation! It seems you can’t turn on the news or talk to your friends lately without someone bringing up interest rates (did you see what you can earn on cash? look at how much mortgage rates have gone up! should I just buy the 2-year […]

Tis the season – time to get everything together for your 2022 tax return! Whether you prepare your own taxes or work with a tax advisor, the hardest part for many can be the gathering of the information and records. I’ve been helping a few clients make strides in this area in recent weeks. I […]

As most of you know, my sweet dog Maple is one of the best parts of my life. We love adventuring together in local parks and when it’s safe to do so, I let her off her leash to explore. I was listening to a presentation on dog training earlier this week and they discussed […]

A client reached out this week to discuss ways she could best help a family member financially. She was curious what the implications were if she gifted the funds versus setting up a loan. I thought it was a great topic to share more broadly, so let’s dive in. Start with your intentions Before you […]

We all know the fairy tale of the wandering girl who stumbles into the home of three bears and tastes the bowls of porridge trying to find one that is the perfect temperature. This “too hot, too cold, just right” parable has been told to countless children over the generations and has also served as […]

Activist investors have been in the business news in recent months, as they have staked claims in household names such as Disney and Salesforce. A client recently asked what exactly makes an investor an activist investor and what I thought about their role and resulting impact on the companies they target. Let’s dive in! What […]

A research service I subscribe to recently shared an article about decision making. If you are an investor like me than you know all too well the level of decisions you are required to make to stay sane (and invested!). A fresh perspective on decision making is always welcomed. The article discussed a recent book […]

It was not all that long ago that Federal Reserve meetings would barely be covered by the media. Now they are truly the monthly headline event and Wednesday’s announcement was no exception (February 1, 2023 meeting) US Federal Reserve Chair Jay Powell took the stage and announced a widely anticipated 25 basis point rate increase, […]

I’ve talked with a few clients in recent weeks about various aspects of 529 plans. These can serve as powerful savings vehicles for an important expense, so I thought a refresher may be helpfu. What is a 529 plan? A 529 plan is a state-sponsored program that allows parents, relatives and friends to invest in […]