Berkshire – Peak to Trough
Do you own shares of Berkshire Hathaway? You probably do. And you might know that Warren Buffett (perhaps the most successful investor ever) is the CEO of Berkshire and manages it conservatively. Berkshire owns a broadly diversified collection of more than 100...
18 Year Old
Congratulations! Your child just turned 18 and is a legal adult. While you're undoubtedly thinking about college, jobs, and life after high school for your child, you also need to consider some legal documents that are not necessarily intuitive when thinking of...
Form 1099s
IRS Form 1099 is used to report various types of income received by individuals or businesses. Its purpose is to inform the IRS about income that may be subject to taxation. If you receive a Form 1099, you are required to report the income on your tax return. There...
Sacrificial Lamb
I took Latin in high school to satisfy my foreign language requirement, choosing it because I was interested in mythology taught in the class. I found the stories fascinating. One thing we learned about was haruspicy (huh-ruhs-puh-see). Haruspicy (huh-ruhs-puh-see) is...
Gilligan’s Island
We hope you had a happy Thanksgiving full of friends, family, and fun. The stock market is down so far in 2022, so many people are assessing their portfolios. A good way to do this is through the Gilligan's Island test, named after the 1960s TV show where a shipwreck...
Getting Comfortable with Market Discomfort
My family and I just returned from an incredible experience in Greece and Turkey. It was the first real international experience for my kids (Finn – 14 years old and Ella – 7 years old). Greece felt comfortable. Everyone spoke at least some English, the street signs...
Certainty in Uncertain Times
Uncertainty is the theme of the moment, but you can be certain that we are watching your investments closely and are available for you. We are maintaining normal business hours while following the CDC's recommendation to socially distance by working from home. Please...
Coronavirus
You have probably seen some alarming reports about the coronavirus sickening thousands and spreading from China. Many clients have expressed concern about their portfolios. We feel terribly for those impacted by the virus and are closely monitoring the situation;...
Life and the Stock Market
Life and the Stock Market Both life and the stock market can be unpredictable. Sometimes it seems like everything is going smoothly and the future looks bright, and then something no one could predict happens. As of today, the markets are looking strong and companies...
What a Difference a Year Makes
At the end of 2018 the market was in turmoil. The stock market was down over 19 percent by December 24th from the market highs and there was no end in sight. How did you react to seeing your portfolio shrink? If you felt sick to your stomach and wanted to sell...