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The Stock Market Beach Ball

The Stock Market Beach Ball

If you have ever gone to the beach or played in a pool and pushed a beach ball under water, you can appreciate how we associate current stock market conditions with that beach ball. When the ball is pushed under water, pressure begins to build. The farther under water...

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Climbing the “Wall of Worry”

Climbing the “Wall of Worry”

Stock and bond prices added to strong first quarter gains and, once again, carried your portfolio[1] (adjusted for withdrawals) to new all-time highs!  The gains were briefly interrupted in May when stock prices corrected due, in part, to several troublesome...

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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...

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