Buffett Takes A Bow

Buffett Takes a Bow: 7 Lessons from an Iconic Investor At the age of 94, Warren Buffett recently announced his retirement as CEO of Berkshire Hathaway, the massive holding company he has controlled since 1965.1 Buffett is a venerated investor due to his financial success and long track record of

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Bypassing Probate

Bypassing Probate You may have heard about the horrors of probate, but in truth, probate has gotten an undeservedly bad reputation, especially in recent years. If you bypass probate, your estate will go to your beneficiaries without any court proceeding, and you may save a certain amount of time and

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Federal Funds Rate Update

Effective Federal Funds Rate Monthly Update: Key Insights & Analysis September 18, 2024 The Effective Federal Funds Rate is a crucial benchmark interest rate that influences the cost of borrowing and the overall financial landscape in the United States. Set by the Federal Reserve, changes in the Effective Federal Funds

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Confirmation Bias & Headlines

Quick question: which behavioral bias do you think is the mostdangerous? Is it our tendency to follow the herd and chase trends? (This one playsout a lot in the stock market.) Maybe the human desire to avoid losses even at the expense of the biggerpicture? (Another one that hurts investors.)

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Cutting through the Noise

Quick question: What do you usually find yourself reading? News summaries, headlines, and quick bits to keep yourself updated? Or longer reads like books and articles? We’re ever more inundated with information that’s eager to capture our attention. We click because we want to stay up to speed and avoid

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Harness the Power of Your Money Mindset

Money is much more than a medium of exchange for goods and services. Money reflects our personal values and the hard work we put into earning it. How we treat money, save it and spend it, is a reflection of our internal beliefs — our money mindset. When it comes

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Happy(??) New Year! – 2016

The Markets-2015   Well, 2015 is in the rear view mirror; and what a year it was from an investing perspective. Let’s look back at the financial markets over the year. The S&P 500 was down.73% for 2015; the Dow Jones Industrial Average was down 2.23%; the Barclay’s Aggregate Bond

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Investment Strategies

There has been much discussion about investment strategy. Is an active management strategy (where the investor or an investment manager actively selects the investments in the portfolio) or a passive strategy (simply trying to replicate a broad market index with selected investments) the better choice? Or does the best answer

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