by Pring Turner Team | Jul 20, 2020 | Newsletters
Despite troubling headlines of ongoing virus concerns and terrible unemployment numbers, the stock market pivoted direction in late March and embarked on its best quarterly performance since 1998. In our view, the biggest factor in reversing the first quarters’ deep...
by Pring Turner Team | Apr 9, 2020 | Newsletters
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,...
by Pring Turner Team | Jan 24, 2020 | Newsletters
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...
by Jim Kopas, CFA | Jul 12, 2019 | Investing 101
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...
by Jim Kopas, CFA | Apr 26, 2019 | Financial Planning
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...
