Be Proactive
It is the rare individual, one who plans ahead, that has the resolve to invest additional capital when others are fearful.
Author: Alan Hartley, CFA
Sometimes Discipline is Quickly Rewarded
Our discipline and new commitments made during last year’s drawdown were rewarded this quarter.
A Reason to Sell
Good money management isn’t just finding great investment ideas, but it’s also having a thoughtful approach for when to sell.
Despite the U.S.-China Trade Dispute, We’re (Still) Positive Stocks
We aren’t selling stocks today. We’re buying more–because we trust our process and the drivers behind it.
Stock Markets Presently Offer Short-term Gains, and Long-term Pain
While markets may continue to climb to new heights, they do so on the shaky foundation of high operating margins and above-average P/Es. And that’s a recipe for disaster.
The Pivotal Mistakes that Cripple Family Wealth
By avoiding these pivotal mistakes, we can make great strides in becoming good financial stewards.
A Tale of Two Companies
Of these two companies, Amazon and WESCO, which would you rather own at today’s prices?