Recently, we met with long-time clients John and Claire. In their early 70’s, John was concerned about their investment returns and making sure they had

October has an ominous place in investors’ minds for a variety of reasons. Most notably, October 19th marks the 30th anniversary of the 1987 stock market “crash.”

The last month has offered many lessons on life and financial management. Multiple hurricanes have delivered widespread devastation while a pint-sized dictator in North Korea

Last week, we were informed that 143 million American’s had key identifying information stolen through credit reporting company Equifax. Management’s response has been underwhelming and

Now that Hurricane Harvey has passed, the clean-up and recovery can begin. Here are points to consider: 1. Notify insurers or FEMA. Insurance adjusters and FEMA are

As a kid, I was lucky. My parents abstained from material consumption and in exchange paid cash, saved…and then saved some more. From my earliest

Risk is an odd word. It is by far one of the most popular financial topics to discuss with clients. Society uses it as if

Every July for the last 11 years CNBC has ranked all 50 states on 60-plus criteria across 10 categories to determine the best state for

Recently, our team attended an investment conference in which a Russian-born investor spoke. Vitaliy was born in Murmansk, Russia right above the Arctic Circle—the home

This week, Carol and I celebrate 24 years of wedded bliss. Okay, maybe not always “bliss.” Carol likes to remind me, I am still a

As our group of domino players assembled for our semi-regular game of strategizing and trash talking, Phillip started to complain. Apple’s stock was up more

This year marked my 10th trip to Omaha for the Berkshire Hathaway annual meeting. Dubbed the “Woodstock of Capitalism,” it is an event-filled weekend with many