“Stocks are far more volatile than companies. And investor emotions are the most volatile of all.” So says our friend, Nick Murray, in a recent post available to our clients. We look for some of the great companies in the USA and the world. Our researchers each use a different strategy to find them—which provides...Read More
Here is my prediction for the second half of 2019: the next six months are going to be full of changes, and the pace of these changes will accelerate. I don’t think anyone could predict how quickly equity markets would rebound after the drubbing they took at the end of 2018. We are either at,...Read More
Thanks for the kind words about last week’s Periscope, This 4th of July, Take a Hike. This week, I’d like to give you a few updates, but first I’d like to pose a question and spark a conversation. What event would you like to attend? What topic would you like us to cover at a...Read More
Worried about investing? Take a hike! If I can trust somebody out there—at that level—then I have made a huge step forward in entrusting your money with them as well.Read More
This week, we host Director of Crime Prevention Programs of Jefferson County 1st District Attorney’s Office, Cary Johnson, to teach us about keeping our identities safe from those who would do us harm. Consider joining us on Wednesday, June 12, 2019 at 11:30 AM. Recently, the list of companies that have been hacked includes Marriott/Starwood,...Read More
Planning, the simple act of planning, not even following a plan, creates money. In fact, even if you create a plan and don’t follow it, you still end up with more money. So say the researchers. (1,2,3) On the other hand, when I say the word “money,” your brain shuts down and your emotions shoot...Read More
“Some things I hope I never do: clog the checkout line at a drugstore while laboriously counting out 54 pennies in exact change; drive 10 miles an hour in a 35-mph zone; serve my children freezer-burned tuna noodle casserole.” *1 Early retirement would be nice Retirement can be the opportunity of a lifetime to achieve...Read More
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