The Elections and Its Effects
The Elections and Its Effects View More »
Is Social Security Going Broke?
Imagine that you are a passenger on a ship. The captain informs you that you are cruising at 20 miles per hour and
Is Social Security Going Broke? View More »
2024 Annual Client Letter
Just twelve months ago, our annual client letter began with a look back at global markets in 2022. The Dow, the S&P500, and
2024 Annual Client Letter View More »
2023 Midyear Client Letter
We are even more delighted than usual to report to you at midyear on the events of the last six months. Tom, Frank,
2023 Midyear Client Letter View More »
Changing Lanes: “Balanced” Portfolios
Picture that you are driving on the highway but stuck in bumper-to-bumper traffic. As you crawl along, you notice that the adjacent lane
Changing Lanes: “Balanced” Portfolios View More »
The Debt Ceiling
The story is always the same: we hear that Social Security checks might not go out and how government services will imminently shut
Basics: Investor Fitness
Of the cornerstone investor concepts, there is one that is more decisive than all others in delivering a superior investment outcome. We think
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Basics: South Florida or The Sahara Desert?
Imagine a world where you could choose where to live based on climate alone. In one corner, you have the picturesque Southwest Florida,
Basics: South Florida or The Sahara Desert? View More »
Basics: The Power of Equity Dividends
It’s important for investors to know the basics, but many people only have a partial understanding of key ideas. One of these ideas
Basics: The Power of Equity Dividends View More »