CKBlog

Friday, September 22, 2023

Sophisticated Investing is a Mindset

My job starts and ends with understanding the personal goals of the client and delivering financial solutions to drive those outcomes—then the willingness to be flexible as market or client dynamics change.

Read on: Sophisticated Investing is a Mindset

Topic: Strategies

Tuesday, May 09, 2023

My Pilgrimage Back to Gabelli, Buffett, and Value Investing

Mike Benevento traveled to the Berkshire Hathaway annual meeting, the “Woodstock for Capitalists.” Here’s his write-up.

Read on: My Pilgrimage Back to Gabelli, Buffett, and Value Investing

Topic: Strategies

Monday, February 24, 2020

Buffett’s Annual Letter

Three major takeaways from Warren Buffett’s current letter to shareholders. Change is coming ...

Read on: Buffett’s Annual Letter

Topic: Strategies

Wednesday, November 20, 2019

Bank Stocks are Like Rental Properties

Owning rental property is generally viewed as a terrific investment. When executed properly, you collect cash while someone else pays down your mortgage, allowing you to build equity. All while you sleep (until that 3 a.m. call to fix the toilet). If fixing toilets is not your thing, consider bank stocks instead.

Read on: Bank Stocks are Like Rental Properties

Topic: Strategies

Sunday, September 29, 2019

Choose the Best, Do the Worst?

“Should I just invest my entire portfolio in the S&P 500 Index? It’s done so well and represents the best economy in the world.” But is it always a good choice?

Read on: Choose the Best, Do the Worst?

Topic: Strategies

Tuesday, September 10, 2019

Economists are Usually Wrong

Economists are increasingly calling for a recession. Is this reason to worry? Should we run for the hills? Do economists know what they are talking about?

Read on: Economists are Usually Wrong

Topic: Strategies

Thursday, September 05, 2019

The Family Bank 2019

Many wealthy families are increasingly looking to family members to help finance a home or new business venture. Going into business with family certainly can be tricky but if you have a good relationship with a wealthy family member, such loans may make sense.

Read on: The Family Bank 2019

Topic: Strategies

Tuesday, August 27, 2019

Don’t Let The Inverted Yield Curve Invert Your Investment Plan

Recent headlines about the “Yield Curve Inversion” might make you panic. Before you panic, find out what an Inverted Yield Curve is and what it means.

Read on: Don’t Let The Inverted Yield Curve Invert Your Investment Plan

Topic: Strategies

Monday, May 06, 2019

Berkshire Meeting Notes

Markets change. Politics change. But each year, Warren Buffett and Vice Chairman Charlie Munger stay on message and remind us to tune out the considerable static, do our homework, and act with conviction when the odds are in our favor.

Read on: Berkshire Meeting Notes

Topic: Strategies

Monday, February 25, 2019

“Steve’s Notes” on Buffett’s 2018 Letter to Shareholders

It was another good one. Clear, concise, folksy, patriotic, and included a dig on the financial services industry. Classic Buffett.  Each year, Mr. Buffett reminds us and inspires us to keep it simple and stay the course.

Read on: “Steve’s Notes” on Buffett’s 2018 Letter to Shareholders

Topic: Strategies