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 […]
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 […]
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 […]
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.
As Procter & Gamble stock goes up, we get questions from people about when and how to diversify their Profit Sharing Trust (PST) and 401(k) accounts. We thought it might be helpful to publish some information about how we guide our clients through diversifying their retirement accounts at Procter & Gamble.
Essentialism is a mindset. It is a way to approach all of the incoming opportunities and requests for your time and only accepting the truly important ones. The concept of this book is very simple. If you work on many tasks at once, you will make very little progress on any of those tasks. If […]