Berkshire – Peak to Trough

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

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

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

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

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...

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...