Another quarter is (almost) behind us. As every investor knows, there are always lessons to be learned from time in the market and the past ninety days of activity were on exception. Below I summarize three key learnings from Q3 2023. 1.) It’s a Long and Winding Road This quarter was a great reminder that […]

Stay the course. How many times have I given that message to clients (and myself), both in these weekly posts and in general conversation? Thousands of times I am sure! And a large majority of those have come in the past three years as all investors have been thru a lifetime’s worth of challenges. Truth […]

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 […]

Something tells me you are already familiar with the sudden collapse of crypto exchange FTX and the related fallout. It has certainly received its fair share of media attention. How could it not, when a $32 billion company seemingly vaporizes overnight? I’ll leave the summary of what happened, how it happened, and what is likely […]