Losing With Index Funds Last week, I received a call from a family friend, Ethan. His father, Michael, needed help as Ethan was convinced his

Being Intentional with Your Finances Dave Sather forwarded me an email from the daughter of one of our clients. Jessica and her husband, Craig, wanted

Evaluating Homeownership In the last year Dylan and Marie both graduated from college and got married. Marie landed an accounting job and Dylan was working

What Our Founders Can Teach Us About America “Gentlemen, you will permit me to put on my spectacles, for I have not only grown gray

A Texas Hero: The Real Rambo As a kid, July 4th was one of my favorite holidays. It was summer, there was good food and

Unicorn Investing: Private Assets As my phone rang, it was an acquaintance, Mike. He wanted to know if we could beat a “low risk, low

Improving Your Credit The typical challenges of managing income and expenses continue to be significantly more difficult. Inflation continues to creep up while credit for

From Victoria to Omaha: Warren Buffett’s Wisdom At Sather Financial Group, we travel to Omaha, Nebraska each year for the Berkshire Hathaway Annual Shareholders Meeting.

Cathedrals & Casinos With good reason, the Berkshire Hathaway annual meeting was dominated by Warren Buffett’s announcement that after sixty years as CEO, he would

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