CKBlog


Monday, February 25, 2019

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

by Steve Haberstroh, Partner

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

 


Friday, February 01, 2019

Do Good. Own Real Estate. And Save Taxes? A Primer on Opportunity Funds.

by Steve Haberstroh, Partner

When news began circulating about a legal way to both invest in real estate AND substantially reduce long-term capital gains taxes, we were all ears. Here’s what we learned.

Read on: Do Good. Own Real Estate. And Save Taxes? A Primer on Opportunity Funds.

Topic: Strategies

 


Monday, December 17, 2018

A Worthless Millionaire

by Steve Haberstroh, Partner

Inflation is real and may be the single most destructive force to impact your quality of life during retirement. If it accelerates, you will want to work with a professional who has real-world experience with its effects.

Read on: A Worthless Millionaire

Topic: Strategies

 


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

 


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

 


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

 

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