Newsletter & Blog
Our latest research and news.
Does Your Teen Have A Summer Job? Help Them Build Sound Money Habits.
This week, Travis and Steve discuss ideas for teens, helping them develop healthy money habits early.
read moreAre You Considering A Private Placement? Here’s What You Need To Know.
This week. Steve and Travis discuss private investments and factors you should consider before investing.
read moreAs We Celebrate Memorial Day, Take a Moment to Pause and Reflect.
As summer kicks off, Steve and Travis reflect on Memorial Day's significance and the potential boom in summer travel.
read moreRobust Growth & Climbing Rates. What Should Investors Do Next?
This week, Travis and Steve discuss the tug of war between strong economic growth and the potential for climbing interest rates.
read moreApril 2021 Market Commentary
Science is a discipline pursued with passion. Art is a passion pursued with discipline; Investing balances in between. The best way to navigate an investing world governed by odds – not certainty – is to leave room for error…..
read moreWho’s Ready For A Vacation? According To Surveys, Most Of Us.
This week, Steve and Travis discuss pent-up consumer demand, unemployment, and inflation.
read moreNew Guard vs. Old Guard?
Following up on last week's discussion, Steve and Travis discuss some notable takeaways from Berkshire Hathaway's annual meeting.
read moreBerkshire Hathaway’s Annual Meeting Is This Weekend. What Can We Expect?
This week, Travis and Steve discuss what makes Berkshire Hathaway unique and what investors are watching for during Buffett and Mungers Q&A this weekend.
read moreIs Too Much Money Chasing Too Few Goods?
This week, Steve and Travis discuss factors contributing to recent inflation concerns.
read moreQuarter 1 2021 Market Commentary
When we buy a company’s stock, we know the worst-case scenario – you can lose 100% of your investment. The best-case scenario is unknown – our upside is endless. . .
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