Latest Blog Posts
Berkshire Hathaway Annual Meeting 2024
May 8, 2024 - Renee FloroThis year's meeting paid tribute to Charlie Munger, who passed away in November 2023, just shy of his 100th birthday.
Read moreBerkshire Hathaway Shareholders Meeting: Perspective From a First-Time Attendee
May 8, 2024 - Renee FloroTake a look at the Berkshire Hathaway Shareholders meeting through a pair of fresh eyes.
Read moreMarket Commentary: Savers now have more choices
April 17, 2024 - Renee FloroFollowing years of low interest rates, bonds are once again becoming more attractive investments as interest rates rise.
Read moreLessons Learned: Now is the time to plan for future wealth transfer
March 6, 2024 - Renee FloroPlanning for the future can be a complex and, at times, uncomfortable process. But investing the time and effort now to create a solid plan and communicate it to your loved ones can pay dividends for years to come.
Read moreMarket Commentary: Hope is not an investment strategy
January 23, 2024 - Renee FloroAs 2023 came to a close, many economic forecasts proved incorrect. Moving into 2024, we will continue to seek out long term opportunities based on solid business fundamentals.
Read moreMarket Commentary: Higher Long-Term Interest Rates May Present New Opportunities
October 16, 2023 - Renee FloroThis year's rise in long-term interest rates is pushing longer term borrowing costs higher. However, we believe income-oriented investors will find new opportunities in long-term bonds, while strong businesses continue to increase dividends.
Read moreLessons Learned: Some of life's similarities
August 23, 2023 - Renee FloroReflecting on how a farm-to-table experience in Italy mirrors our team's approach to wealth management
Read moreMeeting Charlie Munger
May 12, 2023 - Renee FloroCocktails with Charlie Munger were the highlight of this year's trip to the Berkshire Hathaway Annual Meeting.
Read moreMarket Commentary: What caused the recent bank failures?
April 21, 2023 - Renee FloroWhile the recent bank failures may have alarmed investors, we believe they were caused by circumstances unique to those particular banks, and do not suggest a wider financial crisis on the horizon.
Read moreMarket Commentary: Increasing interest rates translate to higher borrowing costs
February 8, 2023 - Renee FloroSteadily rising interest rates have made borrowing more expensive. Those with high levels of debt may find themselves with less to invest for the future.
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