Our Blog
An Investment Advisor from the Old School.
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Why You Won’t See Us on CNBC
The aim of a rational investment strategy is to compound returns in order to build or preserve wealth. No one disagrees with that statement. Yet, when we look at CNBC and the financial media, we see investment advice that is anything but rational. What Others Do From what we see on CNBC, the usual approach…
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Index Committee: Buy High, Sell Low
The Index Committee decides which companies should be in the Dow Jones Industrial Average and the S&P 500 Index. Members of the Committee know a lot about the companies they decide to include. One thing they don’t know, and don’t care to know, is what companies are worth. For investors who want to buy low…
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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…