Increasingly Positive Outlook!

Increasingly Positive Outlook!

In ways that nobody could have imagined, 2020 has been a highly turbulent year and certainly one for the history books. The longest economic expansion in U.S. history ended early in the year and what followed was probably the shortest recession ever! After a short but...
A Viral Storm – That Will Pass

A Viral Storm – That Will Pass

Considering the exceptional portfolio returns earned in 2019 and improving economy as this year began, this virus-induced stock market collapse has been a gut-wrenching time for all of us. Your portfolio is bruised but not broken. Especially rough markets come along,...
Best Year This Century!

Best Year This Century!

Happy New Decade! We are pleased to report your diversified, high quality investment portfolio* finished the year with a very strong performance. Once again, you reached new all-time high* levels of wealth (adjusted for any withdrawals). In fact, 2019 ended up...
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...