Of the many topics having to do with Social Security, without question, the hottest and probably least understood is the fiscal health of the program. I
My article on Social Security last month spurred several good conversations with clients. It’s obviously a topic of great interest to many so I’m going to stick
On March 19th we hosted one of our regular lunch and learn events. The topic was Social Security. It usually draws a good crowd relative to others, but even I
In mid-February, we hosted our annual “State of the Markets” breakfast. Once again the weather was crummy. In fact, the snow was bad enough that schools closed
Market volatility has returned. With it, increased fear amongst investors. I’ve heard it coming from our clients and can see it in the way financial media is
Every election cycle we get a handful of clients inquiring about repositioning ahead of voters going to the polls. Our advice is virtually always the same, if
This month marks the ten-year anniversary of the climax of the 2008 financial crisis. That September, falling asset prices led to the bankruptcy of the
It’s official, we’re currently amidst the longest bull market in US history (as measured by the S&P500 at least). According to data from JP Morgan, the average
I recently spent several days in Los Angeles visiting an asset manager that I hold in high regard, First Pacific Advisors (FPA). The event was a biannual
The 2017 Berkshire Hathaway annual report is out. It is always highly anticipated as it contains Warren Buffett’s annual letter to shareholders which usually is
On Saturday, February 27th, Warren Buffett released his 51st annual letter to Berkshire Hathaway shareholders. Every year, the letter is highly anticipated by