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
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
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
If you’ve been tuned in to financial news over the first half of the year, you’ve undoubtedly heard and read about the stream.Read More
Some weeks ago, I saw my seven-year-old daughter watching "The Lorax," a movie based on Dr. Seuss' favorite children's book. Although the fable.Read More
With a bear market upon us and volatility continuing this New Year, fears are arising that a recession may be at hand. During.Read More
When an individual’s portfolio has reached a certain numerical value (i.e. $1 million, $2.5 million, $5 million, etc.), he tends to lock-in that valuation in.Read More