Don’t Fall into the Tax-Deferment Trap

Published on November 4, 2024

A single-minded strategy of tax avoidance is often not in a client’s best interest.

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Betting Against America Has Never Been a Winning Strategy

November 4, 2024
In his 2022 Berkshire Hathaway shareholder letter, Warren Buffett wrote that in his 80 years of investing, he had “yet to see a time when it made sense to make a long-term bet against America.”

One-Way Road to Crisis

November 4, 2024
Anyone else ready for the election to be over? This uncertainty is exhausting, no matter how you want it to end. But sadly, it won’t really end. We will just transition to a different uncertainty over what will happen next. I will offer my thoughts on the election at the end of this letter, after setting the stage.