We are checking in to let everyone know that there is life beyond the pandemic! While we enjoy what we do and take our responsibility to our clients very seriously, we also know that it is healthy to have outside interests, to stay active, and to de-stress from time to time. Our clients deserve the best from us, and part of that is maintaining balance to prevent burnout. Here’s what we’ve been up to:Continue reading
To become proficient at investing you have to work hard. It’s as simple as that. There’s no getting around it. I have found that the best investors read everything that they can get their hands on. They like to turn over the rocks and “peel the onion” so to speak. They read investment (and non-business) books by the handful, scour several newspapers per day and routinely analyze the financial filings of hundreds of companies consistently. Of course, having a good mind helps too – but nothing replaces reading. Even the most successful investors of all time such as Warren Buffet, Peter Lynch and John Bogle were voracious readers. They (or you) should never stop learning!
Folks ask us all the time what are our favorite investment books. We thought that the list below may be of interest to you and/or your children:Continue reading
What type of investor would they be?
We are big GoT fans. With the hit TV show returning to HBO for its final season, we couldn’t resist drawing some parallels between what we see in our finance world and the personalities of some of the main characters from the show. Hope you enjoy!
Daenerys Targaryen: Daenerys would undoubtedly be a “Unicorn Investor.” In the investing world, a Unicorn is a private company worth upwards of $1 billion with the potential to change the world. Think Uber, Lyft, AirBNB, Snapchat, and Pinterest. I mean – she’s the Mother of Dragons for crying out loud! Daenerys had the power to change the world, and she captured the hearts and minds of both allies and enemies alike WHILE ruthlessly destroying her competition. Her views of the world and vigorous drive to succeed resemble the same motivations of some of these visionary CEOs like Mark Zuckerberg or Elon Musk. She stopped at nothing to achieve her dreams. Investing in Unicorn companies would satisfy this need if Daenerys were an investor rather than a queen trying to conquer the Seven Kingdoms!Continue reading