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Not Reaching for Yield
At the 2013 Berkshire Hathaway meeting, a shareholder asked Charlie Munger for his thoughts on Federal Reserve policy and interest rates. Here’s what he had to say: “Well, I strongly suspect that interest rates aren’t going to stay this low for extended periods. But, as I pointed out, practically...
How a Trust Can Protect Your Family from Themselves
You’ve worked hard to build wealth. You have more money than you will need in your lifetime and you want to ensure your assets will benefit your family once you’re no longer at the helm.
We’re not just advisors, we are educators!
As a financial planner and investment advisor, my starting point is client education. To me this makes sense, because we all tend to be more engaged with matters that we understand—and understanding usually starts with knowledge. My goal is to empower clients with the knowledge they need to make...