annual letter

What We Can Learn From Warren Buffett’s 2018 Annual Letter

Berkshire Hathaway’s and Warren Buffett’s annual shareholder letter is typically a treasure trove full of business and investing insight. Along with thoughtful perspective on the important roles investors, managers, and businesses play in our economy. This years letter was no exception! In this article, I’ll break down the most compelling, insightful, and thought-provoking quotes from[…]

benefits of working with a financial advisor

The Intangible Benefits of Working With A Financial Advisor

Prior to entering the financial services industry, I had this notion that financial advisors provided their value purely as stock pickers. That their job was to help their clients “outperform” the market by helping them to select the best-performing stocks. As my experience grew in the industry and as the industry has continued to evolve[…]

5 Financial Mistakes Millennials Make

Millennials are often criticized for their spending habits and YOLO (you only live once) lifestyles. Being millennials ourselves we can sympathize with our generations general view on lifestyle and saving habits. Most saw our parents go through the dot-com bubble, and housing crisis, which we believe contributed to “enjoy the money now because you never[…]