Are You a Better Investor Than Warren Buffett (revisited)?

March 28, 2019

Two years ago, I raised this exact question "Are you a better investor than Warren Buffett?". We answered the question then, and the answer remains the same. We’ve outperformed Berkshire Hathaway Class A shares over the last eleven years with our Rising Dividend Growth and Income strategy, net of our management fees.

Read more »

FOMO Investing

February 11, 2019

Many of you may know this slang phrase. FOMO means the Fear Of Missing Out. While this phrase is more often tied to social media and to millennials feeling like they are missing out on something more exciting than what they are doing, I’m hearing a lot of it regarding people sitting in far too much cash as the stock market rallies.

Read more »

2018 Recap / 2019 Outlook

January 15, 2019

I am very glad to have 2018 behind us, as it was one of the most challenging markets that I have had to navigate in my twenty-seven-year career. It wouldn’t call it challenging due to the pullback experienced during the fourth quarter.

Read more »

A History of Corrective Measures

November 6, 2018

It’s finally here… A correction. On September 20th, the S&P 500 closed at an all-time high of 2930.75. Little more than a month later, intraday on October 29th, the benchmark index hit a low of 2603.54, marking a peak to trough decline of -11.16%.

Read more »

This is Normal

October 16, 2018

As you can imagine, we’ve received a few more calls than normal over the past week, after a tumultuous drop in the broader markets on Wednesday and Thursday. Clients are calling, concerned about this drop and wondering if it is the beginning of a larger sell off in the markets.

Read more »

Third Quarter 2018 Market Update

October 12, 2018

The S&P 500 soared 7.2% during the third quarter, the best quarter since Q4 2013. These solid gains occurred due to strong earnings reports, with S&P 500 companies reporting a second consecutive quarter of 25% earnings increase.

Read more »