The market pullback will take time to play out. Planning for an eventual shift to defense beats a “hope for the best” approach.

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.

The federal government’s debt has doubled since 2015 – and shows no signs of turning around.

Amid an innovation revolution in biotech that stands to not only transform our lives but also impact investment portfolios, what should investors be looking for?

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.

Formulating a plan with the guidance of a financial advisor can help keep investors on track through the ups and downs of the markets.

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.