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PAY ATTENTION TO THE CULTURE OF THE PEOPLE AND FIRMS YOU INVEST WITH

PAY ATTENTION TO THE CULTURE OF THE PEOPLE AND FIRMS YOU INVEST WITH

PAY ATTENTION TO THE CULTURE OF THE PEOPLE AND FIRMS YOU INVEST WITH Certified Financial Planner (CFP) Chartered Financial Analyst (CFA) Certified Investment Management Associate (CIMA) Does the advisor: Understand & agree with your objectives? Pay attention to your comfort levels? Have a realistic & workable plan to achieve your goals? Have the […]

51% of Personal Wealth in the U.S. Is Controlled by Women

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51% OF PERSONAL WEALTH IN THE U.S. IS CONTROLLED BY WOMEN

Better financial advice for women with Yie-Hsin Hung, one of the most powerful women in finance.
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NEVER RISK GETTING CAUGHT SHORT OF CASH

NEVER RISK GETTING CAUGHT SHORT OF CASH Cash is king when you need it Have a stash on hand to meet emergencies & opportunities Watch the related WEALTHTRACK episode.

FOLLOW BUFFETT’S INVESTMENT PRINCIPLES: GREAT INVESTOR TOM RUSSO CONTINUES TO DO SO

Berkshire Hathaway stock has underperformed the S&P 500 for the past decade. By a recent calculation, Berkshire’s stock has risen by nearly 260% versus the market’s more than 300% advance in the decade ended in 2018.

Despite Berkshire’s stunning record since 1965, 21% compounded annualized gains, this is not the first time that the company’s shares have underperformed the market for a decade. It’s happened several times in recent years.

Are Berkshire Hathaway’s best years behind it? Great investor and long-time holder, Tom Russo responds.

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Follow Buffett’s Investment Principles: Great Investor Tom Russo Continues To

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