Blog posts by tag

 by John M. Fidler2023:  Year in Review2023 will go down as a good year for investors and a year where almost all forecasters got it wrong.Coming into 2023, financial conditions were somewhat restrictive. The economy was slowing and inflation remained at a high enough level to guarantee further interest rate hikes. In March, we saw the …

 by John M. Fidler“Interest rates are the traffic signals of a market economy.”  –James Grant“The most important item over time in valuation is obviously interest rates. Any investment is worth all the cash you’re going to get out between now and judgment day, discounted back.”  –Warren Buffett“I used to think that if there was …

 by Jason Hamilton, CFP®Life-changing events such as retirement involve an ongoing process of emotional adjustment, often not thought of or addressed until after the “Big Day.” In reality, it’s many of the same emotions you’ve already gone through while planning for a marriage or if you’ve experienced a divorce. The latter have years and years …

 by John M. FidlerCormac McCarthy, acknowledged by many as America’s greatest living novelist, passed away last month at the age of 89. McCarthy served as a Trustee of the Sante Fe Institute, a New Mexico think-tank dedicated to the inter-disciplinary study of complexity science, along with investment luminaries Bill Miller, Bill Gurley, …

We’d like to give a warm welcome to our newest Investment Advisor Manager, Chris Billings. We sat down with Chris to learn a little bit more about him after he joined the team.  Q: Share a little about your day-to-day work and how you approach client relationships. A: Managing investments for a family is a very rewarding …