Our Blog
An Investment Advisor from the Old School.
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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…
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Is Governance at Berkshire Hathaway Actually Bad?
Is the board of Omaha-based Berkshire Hathaway doing a bad job for shareholders? At least two firms that advise pension plans and other big investors say yes, governance is poor.. How can this be? Warren Buffett, the Chairman & CEO, is widely considered the best investor of the past century. Long-time shareholders of Berkshire have…
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Is a Stock Only Worth What Someone Will Pay For It?
Even though I’ve titled this post as a question, it’s probably more common to hear someone say flatly that a stock is only worth what someone will pay for it. Are they wrong? Well . . . no. But also yes. Do You Have to Sell Now? If you are forced to sell right now,…
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Another Reason Companies Fail: Price’s Law
A rule of thumb known as Price’s Law can help explain why some companies fail. It reminds us how important it is to understand the nature of the businesses we own. Price’s Law says that 50% of work at a company is done by a small number of people. Specifically, it says that 50% of…
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Looking for a CERTIFIED FINANCIAL PLANNER™ Professional in Omaha?
We’re pleased to be able to offer our investment management clients the expertise of two CERTIFIED FINANCIAL PLANNER™ professionals in Omaha. Matt Holloway and Katerina Wiese have both earned this certification from the CFP Board. The CFP Board has rigorous education and experience requirements, and they maintain high ethical and professional standards. A CERTIFIED FINANCIAL…