We use a “shopping list” approach in our investing to better understand a group of companies well before we buy them into portfolios.
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When I hear the term “Second Opinion” I tend to think of medicine...second opinions have broader applications, including in the world of investment management.
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In investing, transformative waves periodically sweep through. With the genuine promise of societal change. Think of automobiles and aviation for starters.
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What should you think about bumpy markets?
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In our practice, there is no more important subject to address than the transition of wealth from one generation to another.
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Oscar-winning actor Jack Palance once said in a commercial for aftershave, “confidence is very sexy…don’t you think?”
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Do you think before you purchase? Should you?
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Read what Amazon's founder/former CEO/astronaut Jeff Bezos said about investing in 2021.
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Wealth growth takes time. Homes are often owned for 5, 10, 20 or more years. Patience over time is rewarded.
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Oscar-winning actor Jack Palance once said in a commercial for aftershave, “confidence is very sexy…don’t you think?”
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