Learning From Buffett’s Mistakes With Warren Buffett stepping down as CEO of Berkshire Hathaway after sixty years, there have been numerous articles discussing his legendary

The Geopolitics of Venezuela As Carol and I watched a football game, she said, “What do you think about the Venezuelan situation?” It’s a question

Gratitude & Attitude In the New Year I called Bill, one of my oldest friends, to wish him Happy New Year. Almost inevitably, when I

Do Not Try to Be George Steinbrenner George Steinbrenner died in 2010 during a rare one-year lapse in the federal estate tax. Because of that

Observations & Lessons From 2025 Reflecting upon the year, I’m amazed at what a capitalist society can produce. Although rarely a smooth ride, when one

Compound Interest & Goal Setting As our semester came to an end, my students at Texas Lutheran University reviewed their investment portfolio. Since inception more

The End of an Era: Warren Buffett’s Farewell Letter This spring, I was fortunate enough to sit inside the CHI Health Center in downtown Omaha

A Dozen Ways To Lower Your 2025 Taxes The year has been dominated by tariffs, quantum computing and artificial intelligence. However, investors should pay attention

Becoming A Top 4% Investor Lately, we’ve received a variation of the same call a dozen times. The conversation starts with wanting to know if

Artificial Intelligence, Authentic Wisdom, and the Future of Real Work A couple weeks ago, I flew from Houston to San Francisco and sat next to a dermatologist

Stopping The Stock Steal Over the weekend, John, an attorney emailed me with a distressing question, “How can someone steal stocks from your portfolio? What

Is There Danger In Dividends Recently, a friend of mine, Leo, was discussing his portfolio. He said he only invests in companies paying dividends and