Remember Tug of War?  Something tells me you may have played on the playground or at a family reunion.  Split into two groups (ideally of equal strength), pick up your respective ends of the same rope, and pull as hard as you can.  Eventually, one group prevails – whether it be due to momentarily greater […]

Each quarter, we will share three things that we are keeping Top of Mind Here’s our latest list: 1.) Keeping up with Washington – Now more than ever, the happenings in Washington DC are having an incredible impact on the markets and investing.  It’s virtually impossible to keep track of the news flow on your […]

Summer has finally arrived.  There is a seemingly endless list of things to do and places to be – leaving even less time than usual to focus on your money and the markets.  What key items should you be paying attention to?  We suggest keeping your “eye on the TIGER” – Trade, Interest rates, Growth, […]

A few parting thoughts and some funny outtakes from the meeting Omaha is a great town.  At the suggestion of my friends (who had been before), we stayed right by the arena in Old Market.  Hotel rooms are at a premium but it was an excellent location and very convenient       Gorat’s, one […]

Attend the Berkshire Annual meeting and you’ll quickly realize it’s a bit like drinking from a fire hose.  There is an astounding amount of content covered during this event and every word spoken carries an immense amount of meaning and content.  Summarizing six hours worth of wisdom is no easy task but here’s my best […]

This was my first time attending the Berkshire annual meeting.  I always thought I had a pretty good idea what the weekend entailed.   But it wasn’t until I went to Omaha and lived the experience that I was able to see it for what it really is – A Master Class in community, investing, business, […]

“It’s deja-vu all over again”  Some of you may recognize this as a quote from the one and only Yogi Berra.  Others of you may feel it should be the title slide for this year’s market.    You’re both right! Watch the business news on any given day and you will likely be left with the […]

What is something worth?  That’s a simple question without a simple answer.  You could argue that something is worth the value stated on the price tag, or the price the purchaser is willing to pay and a seller is willing to accept, or even the quantitative price plus an implied value for the associated qualitative […]

Each quarter, we will share three things that we are keeping Top of Mind Here’s our latest list:   1.) Tax time – Deadline for 2017 tax filings (or extensions) is fast approaching!  This year’s deadline is Tuesday April 17th.  In addition to any 2017 remaining payments, this is also the date by which you must make […]

Predictability and consistency.  Who among us doesn’t thrive under such conditions?  Most of us like things we can count on.  We enjoy feeling as if we are in control of what comes next.  We don’t like unexpected surprises (good or bad).   2017 was such an environment for investors.  A welcome calm passage in the investing […]