Warren Buffett’s Annual Letter to Shareholders

Thad Schlaud

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…

Categories: Industry Ideas

March Madness and the DJIA – Winners & Losers

Thad Schlaud

Can we see patterns from one year to the next or is it a maddening bracket? Newspapers, radio, and TV news programs refer to the Dow Jones Industrial Average every day, calling it the Dow, sometimes the Dow Jones or even the DJIA. And economists and financial advisors pay close…

Categories: The Market

Increasing Productivity with Lean Thinking

Thad Schlaud

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…

Categories: Industry Ideas

FTX Was Waving the Same Madoff Red Flags

Thad Schlaud

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…

Categories: Industry Ideas, News

Your Retirement Planning: “Too Big to Fail”

Thad Schlaud

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…

Categories: Industry Ideas, The Market

Most Investors Perceive Losses as More Impactful

Thad Schlaud

When managing personal finances and investments, people frequently exhibit irrational behavior for different reasons. If you’re one of these folks, be fair to yourself: It doesn’t even take a spate of market zigzags like we saw recently to prod you into questionable decisions. Everyone makes choices about money nearly every…

Categories: The Market

Third Quarter 2022 Review and Outlook

David Martin

The third quarter of this year started out so promising. After the worst first half since 1970, the S&P 500 rallied 17.4% from its June 16 low to its August 16 high. But stronger-than-expected inflation reports, and a hawkish Fed proved to be too much for the market, and the…

Categories: News, The Market
Video

Women Retirement

Nicole Standen

Women face unique challenges when it comes to employment, income, and caregiving. As a result, they often must take a different approach when it comes to preparing for retirement. Here’s a look at some of the retirement hurdles women face and how to address them.

Categories: Education