Oct 23, 2020 | Newsletters
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...
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...
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,...
Jan 24, 2020 | Newsletters
Happy New Decade! We are pleased to report you finished the year with a very strong performance. Congratulations! What’s Next in 2020? We caution against extrapolating last year’s strong performance into 2020, just as we advised against extrapolating further...
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...
