Someone who is unfamiliar with the complexities of retirement planning may find it difficult to develop a financial plan on their own. So, if you’re not working with a planner…

Why, shareholders have asked, doesn’t Berkshire Hathaway pay dividends? In 2012, Warren Buffett’s letter to shareholders addressed the question of dividends head on. He laid out his reasoning through a…

“Dear Mr. Schwab, The progress of the Schwab Corporation over the past four decades has been nothing short of phenomenal. I’ve read through the history of the company and found…

The American presidential election in 2016 demonstrated how focusing on who’s president can cause you to lose money. The night of that election, the Dow futures dropped seven hundred points,…

In December of 2007, Warren Buffett placed a million-dollar wager with Protégé Partners, a hedge fund investment firm. It was a classic hare versus tortoise showdown. Buffett bet on the…

You might wonder, does dividend investing help protect me on the downside versus owning a slice of the general stock market? The Covid-19 pandemic brought a bear market that shows…

“Well-managed industrial companies do not, as a rule, distribute to the shareholders the whole of their earned profits,” wrote John Maynard Keynes, one of the foremost economists of the twentieth…

One day I got on the phone for an introductory meeting with a new client named Charlotte. Twenty percent of Charlotte’s portfolio was in ExxonMobil stock, and she made one…

Much is being made today about the unequal outcomes that capitalism produces. The media is quick to cite the top X% of individuals controlling the top Y% of wealth -…