Charlie Munger was one of the greatest investors of all time. Throughout the years he helped Berkshire Hathaway grow into one of the world’s largest conglomerates (as well as Daily Journal and Westco – amoung others). Munger helped Warren Buffett change his investment philosophy around finding amazing businesses at fair prices. […]
Stocks notched solid gains in the first quarter despite some recent setbacks, as enthusiasm about artificial intelligence, signs of a soft landing, the onshoring megatrend and dovish talk from the Fed buoyed investor confidence. The market rally has broadened over the past few months, moving from a story of […]
Medicare is the federal government’s health insurance system for U.S. citizens or permanent residents 65 and up, as well as some disabled people of any age. Most Americans will sign up for Medicare at some point and many have a few misconceptions about it. My webinar, The Five Biggest Medicare […]
Spring is almost here! And with that comes thoughts of growth and renewal, making it the ideal time to give your finances a little sprucing up. We’ve simplified this process into three primary areas to help you efficiently organize and improve your financial situation. Financial goals – What would […]
In the realm of personal finance, few tasks provoke as much procrastination as estate planning. Yet, understanding the nuances of estate planning is tantamount to assuming control over one’s financial legacy and ensuring peace of mind for oneself and one’s family. With this in mind, let’s embark on a […]