With a contentious presidential election on the horizon, markets are bound to be volatile between now and November. However, in our view, long term investment decisions should not be guided by political emotion.

A mid-year review can be a perfect time to reassess and adjust your financial strategy.

Take a look at the Berkshire Hathaway Shareholders meeting through a pair of fresh eyes.

This year's meeting paid tribute to Charlie Munger, who passed away in November 2023, just shy of his 100th birthday.

Following years of low interest rates, bonds are once again becoming more attractive investments as interest rates rise.

Planning 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.

As 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.

This 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.

Reflecting on how a farm-to-table experience in Italy mirrors our team's approach to wealth management

Cocktails with Charlie Munger were the highlight of this year's trip to the Berkshire Hathaway Annual Meeting.