It has been an interesting few months.
I struggled through the early parts of the pandemic with a sense of isolation and the disruption of everyday life. The
My great aunt Irma was quite well off, living in a small grove in Orange, California next door to entertainer José Feliciano. We visited her every few years and
I was looking forward to attending the spring National Association of Personal Financial Advisors Conference last week in Denver. A bonus was the Cincinnati
Does anyone remember a professional boxer named Cassius Clay? He later became famous as Muhamad Ali but back in February of 1964 he was scheduled to fight Sonny
Better known in English as Leo Tolstoy, the author of War and Peace is widely considered to have been one of the world’s greatest writers but his potential
Tricksters abound in times of crisis. They are opportunistic and clever. As the COVID-19 outbreak advances, so do their efforts. According to the FBI, scammers
Long-term clients & friends may remember this article which I wrote back during 2007-2009’s Great Recession. I‘m updating it this week in response to concerns
“History doesn’t repeat itself, but it often rhymes.” —Mark Twain
So how does our current situation rhyme with past market challenges? As I write this article
At least to a limited extent, Warren Buffet and I had the same teacher: Benjamin Graham. The other Warren studied under him in grad school at Columbia and I’ve
