What to do About the Equifax Data Breach
What happened? You’ve probably heard by now that hackers broke into the Equifax database and stole 143 million people’s personal information. The hackers accessed their names, Social Security numbers, birth dates, addresses and, in some instances, driver’s license numbers. They also stole credit card numbers from about 209,000 people and dispute documents with personal identifying […]
How We’re Voting Procter & Gamble Proxies in Lieu of the Trian Proxy Contest
Background In case you missed it, Trian Partners, an activist investor, has mounted a proxy contest with Procter & Gamble. Their goal is to force Nelson Peltz onto P&G’s Board of Directors where he claims he will more capably lead the company. I am including a link to Nelson Peltz’s Wikipedia page where you can […]
How Far Can Your Investments Drop?
Many investors are completely unaware of the amount of inherent risk in their investment portfolios. My job is to make sure you aren’t caught unprepared for the next gut wrenching market correction. Now is the time to ask the question “How far can your investments drop in the next market correction?” As I write this article, we […]
10 Beliefs That Make You A Better Investor
The following are ten core beliefs that we are convinced are crucial to you becoming a better investor. These beliefs make up our investment philosophy and drive our investment methodology.
