Mr. Buffett & Opportunity Cost This week highlights one of my favorite events of the year. Our investment team heads to Omaha to spend the

Navigating Tariffs, Knowables & Unknowables As the market reacted to the latest tariff news, Wayne came through the office door with a stern look. Although

Defending Against Tax Scams In 2024 the IRS’s Criminal Investigation unit identified more than $9 billion in tax fraud and financial crimes. Nearly 25% of

The President & Weapons Of Mass Distraction Each new day brings headlines about tariffs to be imposed upon foreign nations and industries. In response, the

Warren Buffett & The Next Five Years The last five years have delivered unprecedented challenges for financial markets and society. There was the brutality of

Using Occam’s Razor For Better Results Recently, I received a call from Michael, a recent business school graduate. He wanted to discuss a valuation model

Identifying An Advisor’s Duty to You According to Gallup’s 2023 Honesty and Ethics poll, a mere12% of American adults believe stockbrokers are highly ethical. This

Seeking Deep Meaning With DeepSeek This week, DeepSeek, a Chinese AI competitor to technologies such as ChatGPT, announced they achieved similar performance, but without the

Fun With Market Math The Averages Are Anything But Average With two strong years behind us, there is one question on everyone’s mind. “What will

Five Resolutions for a Prosperous New Year After the overindulgence of the holidays, many commit to New Year’s resolutions such as exercising more, eating healthier,

A New Years Financial Checklist As we welcome 2025, it is easy to focus on parties, football and food. These things are great. However, it’s

Rethinking College: An Investment in Your Future With rising tuition costs and student debt at an all-time high, many are questioning whether college is worth