facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog search brokercheck brokercheck

Financial Resources

%POST_TITLE% Thumbnail

Evaluating an Early Retirement Offer

In today's corporate environment, many employers are offering their employees early retirement packages as a way of controlling costs. But how do you know if the seemingly attractive offer you've received is a good one?

Read More
%POST_TITLE% Thumbnail

Our Second Principle

Our second principle is that “Price Matters”. In other words, we always attempt to purchase securities with a margin of safety, and we utilize fund managers who do the same.

Read More
%POST_TITLE% Thumbnail

Our First Principle

Our first principle is carefully contrasting investment versus speculation and being very deliberate in avoiding the latter. In our estimation, avoiding mistakes is much more important to your success than outguessing the competition regarding short-term security price fluctuations.

Read More
%POST_TITLE% Thumbnail

What Will You Pay for Medicare in 2018?

The Centers for Medicare & Medicaid Services (CMS) has announced that the standard monthly Part B premium in 2018 will remain $134 (or higher, depending on your income). In 2017, most Medicare beneficiaries who received Social Security benefits paid a lower monthly premium ($109, on average). However, this is likely to change in 2018.

Read More