Wednesday, October 31, 2018

Timing versus Time Frame

by Steve Haberstroh, Partner

They say “timing is everything.” Sure, when investing, getting the timing right when buying and selling a stock can make a huge difference in actual performance. But as we’ve previously written, timing the market is nearly impossible. It requires you to be right twice. You could have been a genius to sell out of stocks in 2007 prior to the financial crisis, but if you never “got back in,” were you really any good at market timing?

Read on: Timing versus Time Frame

Topic: Strategies


Monday, October 29, 2018

Value with Growth

by Steve Haberstroh, Partner

There has been much talk recently about the possible shift from “growth” to “value” stocks during the recent market volatility. A review of why this may be happening is in order. Growth has worked better for the last several years. Value has worked better over a longer period of time. So what is an investor to do?

Read on: Value with Growth

Topic: Strategies


Thursday, August 02, 2018

Why Did This Deal Reach Me?

by Steve Haberstroh, Partner

Part of our role for clients is to evaluate the private deals that come across our desks. Sometimes these reach us through a cold call or email, but they also arrive via our own network and in many cases, from our own clients. It takes an extremely high bar for these investments to make it into client portfolios.

Read on: Why Did This Deal Reach Me?

Topic: Strategies


Wednesday, July 25, 2018

Things Move Fast. Slow Down. Our 2018 Q2 Market Review

by Charlie Haberstroh, CEO & CIO

In this era of social media, it is important to remember that events which used to take hours, days, weeks, or even months to reach the news are now shared with millions within minutes. Due to constant “breaking news” we are all subject to instant analysis, gut reactions, and ultimately superficial responses to events. It’s hard to block out the noise. Things seem to be moving too fast. What to do?

Read on: Things Move Fast. Slow Down. Our 2018 Q2 Market Review

Topic: The Market


Tuesday, July 17, 2018

Want to Know How Much We Make?

by Steve Haberstroh, Partner

Admit it: you’d love to know how much your neighbor, friend, or family member makes. Sites like or can give you a ballpark of what your recently promoted friend is earning. They list average pay for certain roles and titles at thousands of companies across the US. It’s a tricky equation, but the websites claim to have proprietary algorithms to optimize their estimates. Want to know how much we earn? No algorithm needed. Here is our fee schedule.

Read on: Want to Know How Much We Make?

Topic: Standards


Monday, July 16, 2018

Understanding College Savings Plans: 2018 Edition

by Steve Haberstroh, Partner

With college tuition rates soaring, how in the world will you be able to pay for your child’s education? Here is a look at college savings plan options.

Read on: Understanding College Savings Plans: 2018 Edition

Topic: Financial Planning


Wednesday, May 30, 2018

Financial Planning Hits Home

by Steve Haberstroh, Partner

Financial planning is all about putting the right plans in place and executing on them so you can spend time doing what is meaningful to you.

Read on: Financial Planning Hits Home

Topic: Financial Planning


Friday, May 18, 2018

What Mickey Mantle Taught Me About Value Investing

by Steve Haberstroh, Partner

It’s been tough for value investors. Over the last ten years ending March 31, 2018, the S&P 500 Growth index outperformed the S&P 500 Value index by nearly 4% per year. Compounded annually, that’s a difference of nearly 90%! And this wouldn’t be the first time. This will change. Profits and retained earnings are what should matter over the long run.

Read on: What Mickey Mantle Taught Me About Value Investing

Topic: Strategies


Wednesday, May 09, 2018

Berkshire Hathaway Shareholder Meeting 2018: Buffett Prefers Discipline over IQ

by Steve Haberstroh, Partner

Thousands flock to Omaha each year in search of a magical nugget, courtesy of Warren Buffett, that we can apply to our investment process and to our lives. And each year, we are reminded that the secret to successful investing is there is no secret.

Read on: Berkshire Hathaway Shareholder Meeting 2018: Buffett Prefers Discipline over IQ

Topic: Strategies


Friday, April 20, 2018

Don’t Sleep on Non-US Stocks

by Steve Haberstroh, Partner

Over the last 14 years in the business ... one thing has become clear to me. Mean reversion is real and universal. Things that have been hot for a while tend to cool down. Likewise, things that have been out of favor eventually become the favorites. You earn the fruits of the good times by sticking through the bad times. What am I talking about?

Read on: Don’t Sleep on Non-US Stocks

Topic: The Market


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