Newsletter & Blog
Our latest research and news.
Robust 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. . .
read moreIf An Investment Sounds Too Good To Be True, It Is.
This week, Steve and Travis discuss lessons we can learn from the Bernie Madoff saga.
read moreAre You Struggling With The Life-Changing Loss Of A Spouse?
This week, Steve and Travis discuss how planning ahead helps lighten the burden when coping with the loss of a spouse.
read moreAre you concerned with the potential cost of your children’s college education?
This week Steve and Travis discuss the return on investment for higher education and several methods to help plan for and fund your family's education goals.
read more