While the stock returns from the other major regions have lagged the S&P 500 year-to-date, better international performance over the past year combined with Berkshire Hathaway BRK.B Chairman Warren Buffett’s recent purchase of a significant stake in Japanese stocks has put a spotlight on the possible investment opportunities outside of…

Berkshire Hathaway Chairman and CEO Warren Buffett began this latest odyssey of investing in Japanese stocks with a roughly $6 billion purchase right around his 90th birthday in August 2020. Berkshire Hathaway announced that their wholly-owned insurance subsidiary had acquired about 5% of five Japanese trading companies: Itochu Corp., Marubeni…

The Fed paused on interest rate hikes last week. At the post meeting press conference Chairman Powell mentioned housing services as a crucial aspect of the economy where the Fed needs to see progress on inflation. Powell noted the Shelter component of inflation is lagging in nature due to its…

A recent Gallup poll asked Americans to rank long-term investments based upon what they thought was best, including real estate, gold, stocks/mutual funds, savings accounts/CDs and bonds. The majority of Americans, 34%, choose real estate as the best long-term investment from those options. Coming in second place, at 26% is…

The NASDAQ NDAQ is the home of the wildly popular trading stocks in the tech sector such as Nvidia, Adobe ADBE and Apple AAPL . Although it’s not widely discussed in the financial media, it’s also the home of a few non-tech value stocks. These are the types of situations…

We have recently launched our 2023 Global Family Office Compensation Benchmark Report created in collaboration with KPMG Private Enterprise. Based on responses from more than 650 Family Office professionals worldwide, the report examines compensation trends in the Family Office space as well as trends in hiring and governance. Family Offices…

As noted previously, the bull market in stocks has broadened, and small-cap stocks have outperformed after the jobs report on June 2 was mixed enough to allow the Federal Reserve to skip raising short-term interest rates last week. A more forgotten part of the stock market, midcap stocks, has also…

Stephen R. Covey’s best-selling book The 7 Habits of Highly Effective People was first published in 1989 and has gone on to sell over 40 million copies worldwide since, and continues to sell today for the simple reason that its content is built around timeless principles rather than trends. Designed…

Yesterday we learned the Consumer Price Index (CPI) rose 0.1 percent in May, down from 0.4 percent in April, while the yearly rate rose 4 percent, compared to 4.9 percent in April, the lowest yearly inflation rate since March 2021. Falling energy prices—down 3.6 percent in May—were the key factor…

Buying a second home is enticing, especially in the summer when you dream about spending every free moment in that vacation abode. However, as with any big life decision, there are some things you should take into consideration before you purchase your second home. Cost First and foremost, you’ll need…