Jim Kopas, CFA Articles

A Golden Way to Protect Yourself from Inflation

A Golden Way to Protect Yourself from Inflation

Wow, in 2021 inflation surged to its highest rate in 40 years! This might not be a huge shock if you shop for groceries or fill up at the pump, but should you be concerned? While there is a lot of talk about it these days, inflation is not a new problem. There are...
Meeting Warren Buffett         …’s Barber

Meeting Warren Buffett …’s Barber

My reflections from the 2019 Berkshire Hathaway Annual Meeting You would think that helping our client families with their financial plans and investment management would be enough to satisfy my investing obsession: wrong! As my wife (Genna) can fully attest, I am a...
Wanna Play A Game?

Wanna Play A Game?

Would you rather be given $5,281 or $1,000? But here is the catch… If you are a Netflix enthusiast like me, you have probably seen the trailer for, You vs. Wild. It’s a new interactive series where you and Bear Grylls complete epic missions in the harshest...
A Simple Cure for High Taxes

A Simple Cure for High Taxes

You worked hard for your money. Tax-advantaged accounts can help you save more of it. In November 1789, Benjamin Franklin wrote to Jean-Baptiste Le Roy, his French scientist and friend, about the recently revised government in the United States. He stated that, “Our...