Bad Pieces of Retirement Advice – Part 1

Bad Pieces of Retirement Advice – Part 1

A lot of people we work with are looking for investment vehicles to plan for their retirement. They want to ensure a comfortable life for themselves and their families after their working years. I’m always pleased when a younger person declares the same goal because...
Why You Need Someone to Manage Your Investments

Why You Need Someone to Manage Your Investments

We often hear about unexperienced investors who tried to manage their own investments and ended up losing everything. Your money is hard-earned and shouldn’t be gambled away by someone who doesn’t know what they’re doing. It makes more sense for the average person to...
Charlie Munger’s 5 Investing Principles

Charlie Munger’s 5 Investing Principles

Charlie Munger is a close friend of Warren Buffet and Vice-Chairman of Berkshire Hathaway. He follows the same tactics of value investing that Buffet does. In the 60s and 70s he ran his own successful fund before becoming part of Buffet’s empire. 1. Read everything...
Investing for Your Age

Investing for Your Age

As people age, so do their priorities. Many of us want the same things in life: a family, a nice home, a steady paycheck, the occasional night out with our partner, and perhaps a bit of travel. By thinking strategically about our investments and having a sound...
6 Pillars of Value Investing

6 Pillars of Value Investing

By investing in our firm, you are practicing what the modern investor calls “value investing.” Rather than trying to time the market and take advantage of price fluctuations, you are buying something because it has value, holding it as long as you can extract a good...
The Warren Buffet Style of Investing

The Warren Buffet Style of Investing

Warren Buffet is known as one of the most intelligent investing minds of this century. He turned a paper route and a pinball machine business into an investing empire worth billions of dollars. He holds large pieces of some of the world’s largest companies, including...