July 2020

July Financial Advisor’s Articles

Would You Fire Warren Buffett?

Would You Fire Warren Buffett? “How would Buffett be viewed if, instead of being the chairman of Berkshire Hathaway, he ran an open-ended mutual fund by the same name?” –Larry Swedroe 07-27-2020 Who do you think is the greatest investor of all time? Chances are you would say Warren Buffett. Check out Swedroe’s article where …

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The .5% Difference

The .5% Difference “But I can guarantee that an extra .5% return will make an enormous long-term difference.” –Paul A. Merriman 07-20-2020 Most people don’t give a second thought to what an extra .5% return can do for the long-term results of their portfolios. To put it in perspective, that’s an extra $5 of earnings …

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What A Wonderful World

What A Wonderful World ” I see trees of green, red roses too. I see them bloom for me and you. And I think to myself…what a wonderful world.” –Louis Armstrong song first released in 1967 07-13-2020 Sometimes we just have to step back and enjoy the simple beauty that surrounds us everyday. This is …

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Don’t Be Your Own Worst Enemy

Don’t Be Your Own Worst Enemy “The first half of 2020 should remind us that investing isn’t about conquering markets; it’s about mastering ourselves.” –Jason Zweig 07-06-2020 Zweig is one of my favorite financial journalists. Check out his recent The Intelligent Investor article that he writes for the WSJ. It’s important to recognize that we’re …

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