Financial and Investment Advisors to Families

In a financial world where clients have become mere account numbers, and the new emphasis rests on mass-marketing investment products and gathering “Assets Under Management,” we continue to deliver the attentive personal service of a knowledgeable and dedicated family advisor.

We believe that we are better investors because of our heritage as advisors to families and the long-term perspective it requires, and we are better family advisors because we possess the deep understanding and experience of real-life, active investing.

FOURTH-YEAR ANNIVERSARY

Articles

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The Numbers, the People, the History

October 22, 2020

After the TEDx talk I gave two years ago in California, someone from the audience walked up to me and asked me what got me into investing. I always really enjoy those impromptu questions. My speech was at a university, and it was no surprise that many attendees were students or recent graduates looking for guidance on their own career paths. I quickly said that I got into investing because of my passion for numbers, history, and people, and that’s what investing is really all about.
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Being the Least Wrong

October 8, 2020

The very first stock I ever bought, I bought with a clear intention: I wanted to be right and make money. It had a great story, a promising future, and I couldn’t see how anything could go wrong. Yet I lost money on that first investment. It turned out to be the cheapest and the most valuable lesson I could have asked for. It taught me much more than any successful investment that followed and greatly influenced my investing philosophy. I soon realized how many get into investing to be right and make money, and those who stay and remain successful are those who find a way to be the least wrong. They not only make money but also get to keep it! I believe that the real secret of investment success is not to be right sometimes, but to be the least wrong all the time.
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Beyond The Headlines

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HOLD THE CHAMPAGNE…

September 30, 2020

I was prompted to write this paper by a new book from Ben Carlson, author of the always-stimulating blog “A Wealth of Common Sense.” Reading his book Don’t Fall for It: A Short History of Financial Scams (Wiley, 2020) reminded me what I really always knew: speculative bubbles do not need fraudsters to happen. The victims can both create and succumb to the schemes all by themselves -- out of ignorance or greed, and sometimes both.
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An Apple, A Plague, and A Bubble

September 17, 2020

I imagine that almost everyone has heard the story of young Isaac Newton watching an apple fall from a tree, which inspired his theory of gravity. A story he shared himself in his memoirs. I will guess that a few would know that he was home at the time, away from school due to a plague going around. And I can bet that even fewer know that the same Newton made some money, but lost a fortune in a stock bubble of his time!
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