Remembering Jimmy V  

November 25, 2025

One sign of a healthy workplace is good-spirited banter before and after meetings. Financial work is high-stakes, sometimes high-pressure, and relies on good communication and teamwork. It should be no surprise that our good-spirited banter frequently revolves around what is…

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The Hidden Cost of Concentrated Wealth

November 17, 2025

Bloomberg published a news item last week stating that Cisco shares were up strongly on news of its forecast for strong sales ahead. What caught my attention was Bloomberg’s observation that Cisco was close to reaching a new all-time high,…

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Year-End Planning Reminders

November 10, 2025

As we approach the end of the year and get busy with holiday preparations, shopping lists, and travel plans, it’s time to wrap up last-minute financial tasks. Here’s a quick checklist to complete before you put the turkey in the…

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Buffett, Li’l Abner, and Compounding

November 3, 2025

I came across an article the other day: “How Buffett’s Favorite Comic Strip Reveals the Secrets of Compounding.” Warren Buffett’s legendary success, averaging 19.9% annual returns over six decades, owes much to two principles: compounding and tax efficiency. Surprisingly, one…

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Investing not Betting

October 27, 2025

The growth of online gambling has been remarkable, and there is no sign of a slowdown. The global market is now ‘worth’ over $100 billion annually and projected to double over the next ten years. The drivers of growth include…

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