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An Investment Advisor from the Old School.
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Add Half a Million Bucks to Your Savings: Read This.
You are likely much wealthier than you realize. People own lots of different kinds of assets. Bank accounts, retirement plans, property, a business, home, etc. You have a pretty good idea of what these assets are worth because you get account statements, tax assessments or financial reports. But the value of your expected Social Security
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How to Find Good, New Stocks: Our Three-Part Test
I can imagine a potential client in Omaha asking something like the following: “A three-part test? Why bother? Why don’t you just do what those Wall Street analysts recommend? You know, the ones that are on the financial news shows. They seem to know what to do.” It’s true, the analysts you see on TV
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Cash: Why It Can Be a Good Choice for an Omaha Investor
“Bottom line: Cash only matters when it matters. And when it matters, it really, really matters.” – Bruce Flatt, CEO of Brookfield Asset Management When times are good, this quote sounds a bit quirky. But when the financial markets tumble, its practical wisdom is undeniable. Cash Looks Foolish In a Bull Market When the market
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10 Better Questions to Ask Your Financial Planner in Omaha
Are you looking for a financial planner in Omaha and wondering what questions to ask? It’s easy to find lists of suggested questions online. These have been around for years and are nearly identical. That presents a problem. Financial planners and advisors know what questions you’re going to ask them. They have well-rehearsed answers that
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How Negative Interest Rates Threaten Omaha Investors
Will we soon have negative interest rates in the United States? This weird, upside-down condition wasn’t in economic textbooks and is a challenge for investors and financial advisors. Negative interest rates have already occurred in Europe and Japan. More than a dozen countries are within 100 basis points of 0%. Closer to home, the biggest
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7 Headlines the Media Missed at the Berkshire Annual Meeting
There were two main headlines from the Berkshire Hathaway Annual Meeting held in Omaha earlier this month: These were interesting, but after seeing the event live on Yahoo! Finance and reviewing a transcript of the Meeting, I think there are at least 7 other headlines that deserve attention from investors: Disruption in the Treasury Market