Winston Churchill once said, “Those that fail to learn from history are doomed to repeat it,” and it holds true – particularly when it comes to investments. Historical investment data can be complex to decipher, but this chart from Capital Group does an excellent job at illustrating the relationship between…

The legendary Buffett and Munger fund believes that interest rates are about to drop again, otherwise they would not be loading up on these housing stocks which are as interest-rate sensitive as it gets. This sector has out-performed the market as whole ever since the March, April 2020 pandemic low…

Up until the latest Consumer Price Index (CPI) inflation reading, the Fed had been on quite a winning streak. Annualized CPI had declined for 12 consecutive monthly readings, evidence that while prices for goods and services were still increasing, the pace of price inflation was moderating and moving back towards…

Lee Kum Kee is a global leader in sauces and condiments. It is a household name in Asia and a lot of their condiments are considered staples in Chinese and Cantonese cuisine. While many know the brand for its sauces, little is known that the group has developed a comprehensive…

Berkshire Hathaway’s (BRK/A, BRK/B) second-quarter 2023 13F was filed on August 14. This filing gives us a quarterly opportunity to observe what two of the greatest investors, Warren Buffett and Charlie Munger, and their team are doing within Berkshire’s publicly traded equity portfolio. Berkshire has a large stable of wholly-owned…

Where you invest is important, but the amount you invest in each type of investment is also significant. Advisors traditionally recommend a 60/40 investment portfolio. This means that 60% of investments are in stocks and 40% in bonds, or 60% is at higher risk than the other 40%. However, history…

Recently, I spoke with an 85-year-old widow who did not need any of the money in her portfolio. Her income was sufficient to meet her needs. Her assets were in case she had a medical emergency or needed a new car. Whatever was left over would go to her children.…

The headline reading of the consumer price index (CPI) inflation report was better than expected at 3.2% year-over-year versus expectations of 3.3% and down from over 9% for June of 2022. The core CPI, which is less volatile and excludes food and energy inflation, fell to 4.7% year-over-year. Is that…

Retirement marks the time to savor the rewards of your hard work and cherish the freedom to pursue your passions. However, a comfortable retirement requires careful planning and sufficient savings to support your desired lifestyle. Many aspire to achieve a $2 million retirement fund, but is this feasible in America?…

Wealth managers already have to contend with a lot these days to remain competitive in their business. Now the potential of artificial intelligence increasingly presents threats and opportunities to the industry. But for all the change that is occurring — from technology to the rapid democratization of wealth — the…