As humans, when facing something new, we tend to compare against things we are familiar with to draw parallels and establish expectations. The COVID-19 pandemic
The dual battle against the covid-19 virus and resulting financial turmoil continues. As it happens, in my annual State of the Markets presentation this year, I
It has been an extraordinary month as the reality of the spreading coronavirus and its economic consequences sets in. Unfortunately, the playbook for managing a
Whew…what a week! It brings me back to my first year in the industry. I reported to work the first week of January 2008. Little did I (or anyone else for that
Warren Buffett’s annual letter to shareholders was released last weekend. For me, it is one of the most refreshing things to read every year. In my opinion, Mr
In December, I wrote a memo about some of the significant changes congress made to the retirement system beginning in 2020. One of the major subjects receiving
On December 19th, the United States Senate delivered an early Christmas present to Americans in the form of significant changes to the rules governing
One of the hardest parts of investing is intelligently evaluating how things are going. This is especially true for publicly traded companies (stocks) or