In last month’s update I shared the story of a recent ex-client named “Don” who decided to self-manage his investment accounts. My intent in sharing his story was not to suggest he is incapable of self-management but rather that I believe his choice of timing may prove to be poor. [...]
Another one bites the dust? It is said you can lead a horse to water, but you can’t make him drink. In this month’s update I want to share a story of an ex-client who I believe recently fulfilled this expression. “Don” was a client for many years who happens [...]
In last month’s update I shared words of investment wisdom from Warren Buffett, the Oracle of Omaha. In case you missed it, he said: “The first rule of an investment is don’t lose. And the second rule of an investment is don’t forget the first rule. And that’s all the [...]
The S&P 500 Index consists of 503 stocks. According to www.slickcharts.com/sp500, the top 3 currently make up 20% of the entire stock index (Microsoft, Apple, Nvidia). The top 5 comprise 25% of the index (+ Amazon and Meta Platforms). If history has taught investors anything it is that this [...]
Last month I shared an investing secret by using scenes from the movie TOP GUN: MAVERICK (2022). If you read the article, it is more than likely you may have been highly skeptical of my comments (that is, unless you are an existing client or have already read my book). [...]
