Foundations & Endowments
By: Robert R. Shaw
The COVID-19 coronavirus outbreak is driving fear and market volatility in China and throughout the world.
By: John E. Silvia
A Question on Prosperity
Several years ago, a TV commercial ended with the comment that “luck is for rabbits.” So it is for investing.
By: Robert R. Shaw
Summaries of manager performance and simulations of hypothetical portfolios commonly include trailing time periods up to ten years.
By: John E. Silvia
Five economic fundamentals provide a basis for good due diligence when considering the structure of your investment portfolio.
For those who watch the big thoroughbred races this time each year, you’ve witnessed history.
By: Dustin Barr, CFA
As humans, we are innately wired to repeat behaviors that have proven beneficial.
By: Dustin Barr, CFA
On January 1, 2008, Warren Buffett entered into an agreement with hedge fund firm Protégé Partners (then run by Ted Seides).
By: Dave Perkins J.D., CPA, CFP®
Tax rates have moved up and down over the years, but we have been following essentially the same system since the Reagan Tax Act of 1986.