Tag Archives: buffett

Strategic vs. tactical investing, our approach

A growing theme in the investment professional literature revolves around the idea of strategic vs. tactical management of portfolios. Strategic assets, or even individual positions, are generally those that are included at the core of the investment mix regardless of … Continue reading

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Optimism exists in the business community

With talk of a possible double-dip recession, continued high unemployment and a lot of political venom, negativity has drawn a lot of headline attention lately. But it’s not all doom and gloom in corporate America. Consider these comments from the … Continue reading

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If you can’t predict, at least prepare

When we make investment and financial planning decisions for clients, most often we are not able to predict with any certainty how markets will behave, how or when personal or business situations will change, or the timing and impact of … Continue reading

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