Our Blog
An Investment Advisor from the Old School.
-
The Question We Ask That Others Don’t
Imagine this exchange, which is typical of what we see on the financial news: Judging by today’s crazy tech stock valuations, few buyers look very far down the road. Instead, they trust the feeling of being part of a crowd and seeing favorable price momentum. Many investors forget a basic math reality: a price-to-earnings (P/E)…
-
IPOs: From FOMO to JOMO:
In the frenzy that surrounds a hot IPO, buyers will ignore any note of caution. “Everyone else is going to get rich, why shouldn’t I?” That’s the sound of FOMO – the Fear of Missing Out. And maybe the stock will rise, at least for a time. Buyers will walk tall. They will pity…
-
Don’t Get Scammed: Your Guide to Today’s Top Frauds
In a world where we use our phones and computers for almost everything, it’s more important than ever to be on guard against fraudsters. We wanted to share some real text, email, phone call, and social media scams that have harmed our friends, family members, and clients. Our goal is to help you recognize these…
-
Clarifying Investing, Lending, and Speculating
Have you ever used a tool for something it wasn’t designed for? Perhaps you instinctively grabbed a towel bar for balance when stepping out of the tub, only to rip it from the wall as you fell. Or maybe you stood on a chair to change a light bulb, discovering as you fell to the…
-
Celebrating a Milestone: Matt Holloway’s 20 Years with AFIA
I first met Matt Holloway in 1991. Our families shared a lunch, as his parents, Mike and Denise, whom I’d known for a decade, had recently moved to the Omaha area. Over the following years, Matt struck me as responsible, smart, and kind—qualities he demonstrated in his interactions, including with my own family. Throughout high…
-
Taming the “What If?” Monster: Why Fear Shouldn’t Sideline Your Planning
Let’s be honest, when it comes to money and investing, that little voice in the back of your head can get pretty loud. It mutters things like, “What if the market crashes right after I invest?” or “What if I choose the wrong date to start receiving Social Security.” We’ve all been there, staring at…