Blog
Notes on behavior, markets, and meaning — published monthly for clients and anyone else who wants a steadier way to think about money.
3 Takeaways from Buffett’s Last Letter
Warren Buffett has officially stepped down from Berkshire Hathaway, and last month, he wrote his final shareholder letter. While much of it reflected on his upbringing, he conclude…
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Why Gratitude Matters More Than Ever
‘Tis the season of gratitude. Thanksgiving reminds us of what truly matters—if we take the time to notice. Amid constant headlines, market chatter, and daily busyness, it’s easy to…
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The Costanza Investment Strategy
Seinfeld fans love George Costanza’s irrational antics, partly because we see parts of ourselves in his behavior. Although George never intended to give financial advice, his quirk…
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Mastering the Mental Game of Investing
The best investors aren’t judged only by knowledge or access to information. Like top poker players, their real edge is mental toughness—the ability to stay calm and make smart dec…
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Feelings: When Good Instincts Backfire
In everyday life, our feelings help us survive and succeed. Fear keeps us safe from harm. Excitement drives us toward opportunities. Intuition aids us in making quick decisions whe…
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The Upside of Low Expectations
We all strive for favorable outcomes such as financial security, peace of mind, and evidence of progress. Naturally, we tend to approach situations with high expectations, especial…
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Succeeding in a Future No One Can Predict
Investing is inherently uncertain. Countless variables shape global economies and financial markets, many of which are unpredictable and beyond our control. Meanwhile, the media fl…
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Don't Worry, Be Happy
There’s no shortage of things to worry about today—tariffs, economic uncertainty, global unrest—all of which can impact our financial future. The media often magnifies these concer…
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