On our Blog, you will find financial planning tips, investment insights, and Company announcements. Here’s the latest:
May 21, 2020 – Blog Post
– Financial journalists focused on Buffett’s sale of airline stocks and his preference to hold cash rather than buy during the recent sell-off. We think there was lot more for investors to learn.
April 16, 2020 – Blog Post
– Is the board of Berkshire Hathaway doing a bad job for shareholders? At least two firms that advise pension plans and other big investors say yes.
March 25, 2020 – Blog Post
– “Cash only matters when it matters. And when it matters, it really, really matters.” The recent selloff in the stock market is a vivid reminder of just how wise this is.
March 12, 2020 – Blog Post
– Sharp declines in the stock market have prompted a few calls from clients. Not nearly as many as you might expect, actually. That said, what are we thinking?
March 11, 2020 – Blog Post
– If you are compelled to sell right now, a stock is only worth the current quote. At other times, it’s up to you to decide whether to take advantage of prices that are being bid.
Updated February 20, 2020 – Blog Post
– 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 in which we invest.
February 4, 2020 – Blog Post
– We’re pleased to be able to offer investment management clients in Omaha the expertise of two CERTIFIED FINANCIAL PLANNER™ professionals: Matt Holloway and Katerina Wiese.
January 16, 2020 – Blog Post
– What do financial planning, Marie Kondo and eavesdropping in Las Vegas have in common? They’re all featured in this new edition of our Viewpoint newsletter.
January 2, 2020 – Blog Post
– Will your financial advisor in Omaha be a “Big Producer” or a Craftsman?
June 19, 2019 – Blog Post
– For the fourth year in a row, we have been named one of the top financial advisors in Omaha by AdvisoryHQ, an unbiased third-party research organization.
April 1, 2019 – Blog Post
– Trustees of the Omaha School Employees’ Retirement System have taught everyone a lesson in how to be a bad investor.
March 12, 2019 – Blog Post
– Asking the right question can save billions. Don’t expect Wall Street to jeopardize their fees by asking it.
November 5, 2018 – Blog Post
– Buying stocks in order to get dividend yield can be dangerous. Here’s why.
October 31, 2018 – Blog Post
– Those words usually signal that someone is seeking to get you to try something different. It’s good to be skeptical when they are used to describe financial products.
July 6, 2018 – Blog Post
– Is is right to think your investments should be “hardworking”? We suggest fine-tuning your answer.
May 22, 2018 – Blog Post
– We weren’t one of the hotels, restaurants or retailers that were helped by the latest Berkshire Hathaway Annual Meeting in Omaha. Still, we did benefit.
March 15, 2018 – Blog Post
– Consensus opinion is worth following in many trades, but it often fails in investing.
February 28, 2018 – Blog Post
– A recent Wall Street Journal article shows one way the career-preserving forecaster hedges his bets. How do we use forecasts?
January 4, 2018 – Blog Post
-Is it a coincidence that the new movie about P.T. Barnum, inventor of the three-ring circus, has opened at a time when the trading public is crazy for Bitcoin and other crypto-curiosities?
– No, we aren’t going to sell you anything. Remember, we aren’t brokers. Knowing your financial situation helps us to invest with your best interests in mind
February 7, 2017 – Blog Post
– Cash may yield next to nothing now, but it will be very valuable when the prices of good investments fall.
December 15, 2016 – Blog Post
– One way to learn about our Old School approach to working with clients is to study an example of what may be its exact opposite.
November 11, 2016 – Blog Post
– Wall Street analysts seem to be experts, but their opinions are biased. We do our own work and answer questions that are most relevant to helping our clients build wealth.
August 23, 2016 – Blog Post
– Bond prices are being openly manipulated and interest rates are at levels unseen in 5,000 years. Doesn’t this call into question the popular idea that bonds are a good investment for conservative investors?
April 13, 2016 – Blog Post
– Required Minimum Distributions or “RMDs” can seem a confusing topic. Ads on the subject seem designed to scare readers into believing that a maze of penalties and tax blunders awaits those who enter into the intimidating world of RMDs. In this article, Eric answers some frequently asked questions and notes that in most instances, RMDs are not a big, bad problem.
January 25, 2016 – Blog Post
– The beginning of 2016 has seen a sharp decline in global stock markets. Most headlines point to economic weakness in China and a plunge in oil prices to explain the fall. Experts sound pessimistic. Investors are concerned. Should they be invested in stocks? Should they hold more cash? Let’s look at how we make buy and sell decisions as markets fluctuate.
October 31, 2015 – Blog Post
– How do we determine that the price of a stock we are considering is attractive? In this final part of our series, we explain the two main approaches we use.
September 24, 2015 – Blog Post
– How do we evaluate the management of companies? We reject the common idea that a rising stock price indicates good management and a declining price a poor one. We look at everything from business strategy to acquisition history, accounting choices and stock ownership.
September 17, 2015 – Blog Post
What Is a Good Business? (Part One of a Three-Part Series)
– We have a three-part test for investing in a stock. In this post, we consider what makes a business a good one. There’s a little more to this than most people think.
August 6, 2015 – Blog Post
– The conventional wisdom is that bonds are safer than stocks. Investors are often urged to increase the percentage of bonds in their portfolios as they get older. Eric explains that this could be a terrible strategy today when interest rates are very low.
August 4, 2015 – Blog Post
– Here’s a game I like to play: How long can you watch business news network CNBC before hearing something absurd? A recent guest said that Amazon may be trading at a “crazy” price but that’s what you have to pay to participate. We beg to differ. Why this makes us “Old School.”
July 7, 2015 – Blog Post
It’s worthwhile to pause and ask some questions about your needs, your taxes, and your investment options in light of the differences between your 401(k) and an IRA.