Smart investing doesn’t happen in a vacuum.
Current events matter, and this year, the 2024 Presidential Elections are taking center stage.
That’s rattling a
What happens when you start to feel afraid or greedy?
Do you feel like taking your time and waiting to make your next move?
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Consumers lost more than $10 billion to fraud last year. Don't let it happen to you.
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It’s not often that an entire island comes up for sale – but this week one did and if you invest wisely, you too could own your very own island.
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In the past, data gathering was difficult and expensive. Now, with the internet it’s just the opposite...
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We use a “shopping list” approach in our investing to better understand a group of companies well before we buy them into portfolios.
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When I hear the term “Second Opinion” I tend to think of medicine...second opinions have broader applications, including in the world of investment management.
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In investing, transformative waves periodically sweep through. With the genuine promise of societal change. Think of automobiles and aviation for starters.
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What should you think about bumpy markets?
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In our practice, there is no more important subject to address than the transition of wealth from one generation to another.
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Oscar-winning actor Jack Palance once said in a commercial for aftershave, “confidence is very sexy…don’t you think?”
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Do you think before you purchase? Should you?
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