by Advising Partner | Apr 6, 2023 | Monthly Note
April 2023 Monthly Investment Update Control What You Can, Remove the Rest “Grand strategy is the art of looking beyond the present battle and calculating ahead. Focus on your ultimate goal and plot to reach it.” –Robert Greene, “The 33 Strategies of War” When...
by Advising Partner | Mar 3, 2023 | Monthly Note
March 2023 Monthly Investment Update Hunting For Weeds So the Flowers Can Bloom “Beware the investment activity that produces applause; the great moves are usually greeted by yawns.” –Warren Buffett In honor of Berkshire Hathaway’s annual letter being...
by Advising Partner | Feb 2, 2023 | Monthly Note
February 2023 Monthly Investment Update Our New Refrain: ‘First Time In a While’ “We’ve fallen into a trap of ever-widening orbits of contact, and there is a total disregard for the present moment.” –Jerry Seinfel It seems like the world of trading and investing...
by Advising Partner | Jan 2, 2023 | Monthly Note
January 2023 Monthly Investment Update Even When Traveling Through a Storm, Some Paths Are More Pleasant Than Others “It can be very expensive to try to convince the markets you are right.” –Ed Seykota We can’t control the market. This should be self-evident, but it...
by Corie Odden | Dec 5, 2022 | Monthly Note
December 2022 Monthly Investment Update Which Is Better: Consistently Good or Occasionally Great? “The first rule of compounding: Never interrupt it unnecessarily.” –Charlie Munger Compounding. It’s in virtually everything we do. It’s a word that...
by Advising Partner | Nov 2, 2022 | Monthly Note
November 2022 Monthly Investment Update Under the Surface of a Bear Market Rally “…learn enough from history to bear reality patiently, and to respect one another’s delusions.” –Will Durant There have been a lot of talks this year about uncertainty....
Recent Comments