Clients familiar with our investment philosophy understand and appreciate our income-focused, value-driven approach. Many of you may recognize the first chart below, which.Read More
A lesson I learned in the Marines, and especially during survival school, is that things usually aren’t as bad as they seem when.Read More
Growth and momentum investment strategies have been driven markedly by FAAT MAN stocks - Facebook, Amazon, Alphabet (Google), Tesla, Microsoft, Apple and Netflix..Read More
Though few believe government shouldn't be helping its citizens and the economy during this crisis, some of our clients have expressed concerns about.Read More
With the coronavirus spreading panic and a market selloff over the last week, some are wondering how we should position our portfolios in.Read More
In the final days leading up to Christmas, while most of us have been buying presents, baking cookies, and mentally preparing to spend.Read More
Though I thought long and hard during many periods of my life about a calling to the priesthood, I would never feel comfortable.Read More
Ignore the avalanche of TV commercials touting the money to be made using option strategies. The big money they refer to is for.Read More
Investors are continuously bombarded by discount brokerage commercials urging them to trade, trade, trade. They're exhortations are understandable; getting people to trade is.Read More
During his annual shareholder meeting in 2018, Warren Buffett advised investors to put all their money into the Vanguard 500 index. In contrast,.Read More