Investments

Q2 2024 Market Update: Favorable Backdrop Continues, But Markets on a Highwire

After a bumpy start in April, most U.S. equity indexes continued to climb in the second quarter of 2024.  read more...

One More Day: Warren Buffett and the Berkshire Hathaway 2024 Annual Meeting

This was the first annual meeting since Charlie Munger's death.  Less well-known than Buffett, Munger was the Chairman of Berkshire Hathaway and a brilliant, witty investor and person. read more...

Tax Deadline Reminders

Tax day is Monday, April 15, 2024.  October 15, 2024, is the tax return due date for those filing extensions. A few reminders as we get closer to the deadline. read more...

Q3 2023 Review: Bond Market Volatility Rises, Equity Markets Weaken but Still Strong YTD

Oct, 23 2023

After a strong first half of 2023 in the financial markets this year, sentiment in both the equity and bond markets began to worsen early in the third quarter.  Typically, July and August are quieter months in the markets, as many market participants take time off. read more...

Why We Should Keep Listening to Warren Buffett and Charlie Munger

May, 05 2022

The 2022 Berkshire Hathaway annual shareholders meeting took place on Saturday, April 30th. An estimated 40,000+ attendees lined up for hours in Omaha, happy for the opportunity to attend the first live Berkshire event in two years. read more...

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