Investing 101
“Ever Green” investment research and advice.
Passive or Active: The Roadmap to Investment Success Revealed
Is a passive, buy and hold investment strategy or an active investment approach right for me? First, let’s clarify the concept of 'active' investing. As a fee-only Investment Advisor, we emphasize the importance of active risk management. Over our many years of...
Uncommon Cents: Proactive Investing in Inflationary Times
IT’S BACK…..! He sat down on the edge of his chair. His voice quavered and eyes moistened as he began talking. “Mister Turner, I thought I had it all planned out so very well. Even though I took an early retirement, I figured I had more than enough money to provide...
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...