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Category: Investing

Why an Advisor Shouldn’t be a Yes Man

January 5, 2024

Charlie Munger earned the nickname “The Abominable No Man” working for Warren Buffet at Berkshire Hathaway has his number two. A nickname earned by Munger’s ferocity in rejecting potential investments, some of which Warren would have made without Munger present. Munger aided the investment philosophy of Berkshire Hathaway in two …

Investing Investment Strategy

The Santa Claus Rally

December 22, 2023

The “Santa Claus Rally” is a phenomenon that warms the hearts of even the most Scrooge-like investor. It describes the historical tendency for the stock ...

Investing Investment Strategy

3 Things to Remember During Wartime and Your Portfolio

December 20, 2023

Let’s talk current events and your investment portfolio. We’re in an age of information. Never in history has such a large volume of information traveled ...

Investing Investment Strategy Tax

Tax Loss Harvesting – Why Your Losses Aren’t Really Lost

December 6, 2023

Why your losses aren’t lost. Investing for the long term means accepting that some of your investments may go down in value at times. If ...

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Death of the 60/40 Portfolio?

September 29, 2023 financial advisor financial advisor richmond

News headlines in 2022 continuously touted the end of the 60/40 portfolio – the traditional not-too-conservative, but not-too-risky mix of 60% stocks and 40% bonds. ...

financial planning Investing

Federal Reserve July Meeting Comments

July 27, 2023 financial planning

On Wednesday, July 26, 2023, the Federal Reserve raised the federal funds rate from 5.25% to 5.50%. This marks the highest interest rates have been ...

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3 Strong Savings Methods: Apple’s High-Yield Savings Account and Other Emerging and Existing Savings Accounts

May 22, 2023 apple apple high yield savings account

Apple’s High-Yield Savings Account and Other Emerging and Existing Savings Accounts Introduction: In an unexpected move, Apple has recently entered the financial realm by launching ...