Every three months, the partners and portfolio managers collaborate on a summary of the state of the economic world as it pertains to your portfolio and our approach. Below, you will find links to our archives.
As we write this quarterly letter, we have been inundated by news on the “Brexit” issue. Markets turned volatile over the last few weeks, starting
Reasons to own equities over the long-term, regardless of their inherent volatility After a drastic drop that lasted the first 15 days of the quarter,
To avoid getting seasick, keep your eyes looking on the horizon 2015 has not been a good year for stock pickers in general, and especially
Forecasting…Do you actually need it to be successful? The third quarter was quite brutal for the stock markets around the world. Most indices were down
All you wanted to know about risk but were afraid to ask Stock markets have been relatively flat over the last three months. The biggest
Staying the course – one investment at a time We thought that you might want to know how we stand over the long term after
Quotes for thought for year-end reading As we write this 4th quarterly comment, we can’t help but think about how lucky we were for last
Planning your estate can feel daunting, but it doesn’t have to be. While some may see it as unnecessary, effective estate planning ensures that your
Since the dawn of civilization, humans have needed to exchange goods and services. This gave rise to the barter system which, although simple and direct,
Warren Buffett once famously said that, for most investors, the best investment strategy is to own an S&P 500 index fund. But what did he
Remember when General Electric was the largest public company by market capitalization in the United States? Its downfall–caused by poor management, the 2008 financial crisis