We live to shake up the industry. Welcome to our blog– here’s what we’re thinking.
When it comes to planning for retirement, Social Security benefits have traditionally been viewed as a safety net for many individuals. However, in recent years, there has been growing concern about the long-term viability and sustainability of the Social Security system. As a result, it is becoming increasingly important…
An investing philosophy shaped from America’s Heartland since 1930. Warren Buffett, chairman and CEO of Berkshire Hathaway and revered as the Oracle of Omaha, released his annual letter to shareholders on Saturday, February 25th. While the entire 11-page letter is great reading for all investors, here are a few snippets…
It’s the most wonderful time of the year! I know, I know Christmas was only about two months ago…I am talking about tax season. It’s everyone’s favorite time of the year where you have to take time out of your schedule in an attempt to come up with a number…
A PEST analysis can help you identify and understand macro factors better. In the world of business, one must navigate through a sea of uncertainties and external factors that can significantly impact the success of any venture. While some aspects of business management are well within our…
More than just a manufacturing process tool, lean thinking is a holistic program designed to transform a company’s entire business strategy. Boosting profits and competitiveness by making continuous improvements in production costs, product quality, customer service, and delivery are the goals of the lean model. Companies that apply lean production…
In the span of just a few days, cryptocurrency exchange FTX – the world’s third largest cryptocurrency exchange with more than 1 million users – filed for Chapter 11 bankruptcy. A few days later, cryptocurrency lender BlockFi announced that it was “not able to do business as usual” and paused…
Many of us remember the phrase “too big to fail” from the 2008 financial crisis and cringe now that its use has been resurrected during the coronavirus pandemic. Others remember that the term was also used in 1984 by U.S. Congressman Stewart McKinney when he talked about the FDIC’s intervention…
All good things must come to an end. The cascading of bad news at the end of September was finally too much for what had been a historically resilient stock market. Global supply chain disruptions, soaring energy prices, COVID-19, stalled infrastructure bills, inflation worries, Chinese contagion fears, and a looming…
Every day we’re bombarded with reports of what’s hot and what’s not – fueling a fear of missing out (FOMO) on some great investment opportunity. Heck, there is even a new exchange traded fund with FOMO in its name. But a diversified portfolio is still the best way for you…
To reach your financial goals, you don’t have to outperform every benchmark every year. For long-term investors, avoiding and mitigating losses is the largest factor in achieving ultimate success in your financial plan. Held every July, the Tour de France is a great illustration of this concept of capital preservation,…