God Bless America & Mrs. B Warren Buffett’s annual shareholder letter contained many great lessons on business and the world around us. However, one section,

Better Performance Through Inactivity Over the weekend, I came across an interview with Jeff Bezos. He discussed an interaction in which an audience member asked

Life Lessons From Tom Brady & Warren Buffett Ever since Nolan Ryan pitched his seventh no-hitter at age 44 and George Foreman won the boxing

Managing Money Amidst Chaos and Calamity To say we live in “interesting times” is a huge understatement. I wonder if I live in an alternative

The Devalued Dollar and Other Dilemmas The phone call was like so many others. Katy was assessing the last ten months while attempting to make

Mistakes & Opportunity Cost When I was twenty-four years old I was finishing my MBA, well on my way to a life of riches—or so

Investing Hindsight & Lessons Learned From Tesla Investing is a discipline that can make you look downright foolish. Sometimes, no matter how thoroughly you research

What Will Biden Inherit? Life in the pandemic has offered long stretches of mind-numbing boredom followed by bursts of intensity and chaos. The first half

Lowering Your 2020 Taxes Rightfully, many are concerned about the election and end-of-year tax planning. Both the presidential and congressional elections remain unknown. Furthermore, even

ESG Investing: Its Complicated Rarely does a day go by without some sort of “ESG” investment product being thrown our way. ESG stands for investments

The Psychology of Stock Splits and Free Trades With Apple and Tesla recently splitting their stock, it has renewed a question about the wisdom of

The New Gold Rush Whenever I repeatedly receive the same question from clients it makes us take a step back and ask why. In this