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…
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…
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…
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’s price increases, 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…
The primary objective for most businesses is to make a profit. Some companies will attempt to meet this goal at any cost. This seems counter to what the public believes is their mandate. This is why we advise people not…