CKBlog
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 glassdoor.com or payscale.com 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
Thursday, April 05, 2018
Buy and Hold ... Stock Certificates?
by Steve Haberstroh, Partner
We’ve all heard the stories. “Husband Finds $4.3 mln worth of Stock in Attic.” “Children Find Parents’ Treasure Trove of Stock Certificates in Basement.” We should all be so lucky. But what if this had less to do with luck and more to do with tried and true investment strategies? Can we learn something from these tales (other than it’s about time you visited Grandma and helped clean the attic)?
Read on: Buy and Hold ... Stock Certificates?
Topic: Strategies
Tuesday, February 27, 2018
“Steve’s Notes” on Buffett’s 2017 Annual Letter to Shareholders
by Steve Haberstroh, Partner
Steve Haberstroh’s takeaways on reading Warren Buffett’s letter to Berkshire Hathaway shareholders.
Read on: “Steve’s Notes” on Buffett’s 2017 Annual Letter to Shareholders
Topic: Strategies
Wednesday, February 14, 2018
Is it Time to Break Up with the S&P?
by Steve Haberstroh, Partner
Many of you out there have committed nearly 100% of your investable assets to the S&P 500 index or have been contemplating doing just that. Given the recent correction (we officially hit a 10% sell-off in the index), on this Valentine’s Day, I ask “should you break up with the S&P?”
Read on: Is it Time to Break Up with the S&P?
Topic: The Market
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