One hundred eleven billion, four hundred million dollars. $111.4B. $111,400,000,000. This is Warren Buffett’s approximate net worth as of May, 2022 according to Forbes. He is the 5th richest person on planet Earth, sometimes referred to as the “Oracle of Omaha” in recognition of his exemplary success as an investor. Had you invested $10,000 thirty years ago in S&P 500… Read more →
Category: TechKnowledgey
Risk Tolerance, Inflation, DARPA & AI.
What is your risk tolerance? During the financial planning process we ask questions about – well, everything that might possibly be useful in understanding our clients as they consider their priorities, concerns, strengths, limitations, etc., etc. Specifically with regard to developing and maintaining a proper investment policy it is useful to assess our client’s risk tolerance. A relatively new idea… Read more →
IM Fees Reduced Again! And More!
“Actuaries are now projecting people entering the workforce could live 125 years…some demographers say the baby who will live to 200 years old is already born”. With increased longevity the need for planning – early and often – is vital. Read more →
A Quick Warning!
There is wonderful news this morning that an effective COVID-19 vaccine may be available early next year. We all look forward to resuming life as it was before the virus limited our options and changed our routines. We all are suffering COVID fatigue. However, there will now be a tendency to relax our vigilance. The vaccine will become available for… Read more →
What now?
First, please know that even though I have posted more frequently of late it is not my plan to write every day. I’m sure your inbox has plenty to require your attention. But, I do want to answer some questions here. Question: Should we be “all in” now, as some have suggested? Answer: Only if you desire to speculate. Investors,… Read more →