Blog

Client’s CornerAre We Investing in Volatile Stocks or Opportunistic Companies?WITH THE IMPENDING RETIREMENT OF WARREN BUFFET as CEO of Berkshire Hathaway, the most recognized and respected CEO in American business may be Jamie Dimon of...

Client’s Corner Are We Investing in Volatile Stocks or Opportunistic Companies? WITH THE IMPENDING RETIREMENT OF WARREN BUFFET as CEO of Berkshire Hathaway, the most recognized and respected CEO in American business may be Jamie Dimon...

Client’s Corner Are They Companies or Stocks? (EDITOR’S NOTE: NOTHING IN WHAT FOLLOWS CONSTITUTES a recommendation to purchase the stocks of the companies mentioned. They are cited for illustrative purposes only. No investment decision...

Client’s Corner Wealth Through Innovation, In One Statistic THE ROUGHLY HUNDRED-YEAR RETURN OF LARGE company common stocks in the United States—assuming dividends were left to compound—has been about 10% per year. The return of the...

Client’s Corner Wealth Through Innovation, In One Statistic THE 1970S WERE AN ECONOMIC, FINANCIAL, POLITICAL and geopolitical disaster for the United States. Under relentless inflationary pressures, President Nixon had been forced to...

Client’s Corner It’s the Earnings, Stupid AROUND THIS TIME IN 1992, A HITHERTO UNKNOWN political strategist was working hard to get his client, Arkansas governor Bill Clinton, elected president. James Carville observed that the...

Client’s Corner A Matter of Perspective THE ESSAY YOU’RE READING WAS DRAFTED ON SUNDAY NIGHT, APRIL 20. That’s about par for the course: these little missives that your financial advisor sends along to you are usually prepared about...

Client’s Corner The Market Is Inviting You to Make The Big Mistake. Consider Declining the Invitation. WHAT A DIFFERENCE THREE WEEKS MAKE. From a new high on February 19, the Standard & Poor’s 500-Stock Index dropped ten percent in...

Client’s Corner On Behalf of Your Financial Advisor: A Polite Request AS NOTED OFTEN IN THE PAST, THE FINANCIAL ADVISOR who sends you these essays from time to time has access to them because they’re a subscriber to my newsletter for...

Client’s Corner A Time for Choosing WHETHER YOU’RE CONSCIOUS OF THIS OR NOT, you’re either an investor or a speculator. Consider the possibility that your financial outcome in 2025 (and well beyond) will depend to a very great extent...

Client’s Corner 2024: A Year of Surprises. Like Every Other Year. DURING THE PAST CALENDAR YEAR, THE FOLLOWING events took place: The stock of the leading U.S. chip manufacturer tripled. The Fed reduced its essential interest rate a...