While Warren Buffett’s annual letter to Berkshire Hathaway shareholders last month lacked any earth-shattering news, it was the shortest letter the legendary investor has written in 44 years and proclaimed…
In Spite of Losses, ARK Fund Tops $300m in Fees
Though it’s lost nearly $10 billion of investors’s money, the flagship ETF from Cathie Wood’s Ark Investment Management has garnered over $300 million in fees since it launched 9 years…
Building an Inflation Fighting Portfolio With Dave Schassler
With inflation returning after being dormant for decades, many investors have had a renewed interest in adding inflation fighting assets to their portfolios. But figuring out how to do that…
What Investors Need to Know About the Collapse of Silicon Valley Bank with Cullen Roche
With the failure of Silicon Valley Bank last week, we wanted to do a special episode to better understand what happened, and what all of us can learn from it.…
Retirement Planning for Young Investors
In this episode of the Education of a Financial Planner, we discuss the key considerations investors should keep in mind when planning for retirement early in their careers. We discuss…
The Most Important Investing Lesson: Peter Lazaroff
Peter Lazaroff shares the one lesson he would teach the average investor. See Full Interview with Peter Lazaroff
Investing Shorts: Warren Buffett's Two Most Important Traits
Lawrence Cunningham discusses the two traits that he thinks have most led to Warren Buffett’s success. See Full Interview With Lawrence Cunningham
Investors Say They Need $3 Million To Retire
According to a recent MLIV Pulse survey—a weekly survey conducted by Bloomberg’s Markets Live team—the 553 investors who responded believe you need somewhere between $3 million and $5 million to…
Berkshire Hathaway Could Get A Big Energy Payout
In 2019, Berkshire Hathaway shelled out $10 billion to purchase preferred stock in Occidental Petroleum. Now that stock could start paying out its 8% dividend yield, reports an article in…
Student Loan Forgiveness Will Have “Terrible Consequences,” Says Burry
As the case for the Biden Administration’s student debt forgiveness program moves through the Supreme Court, Michael Burry recently tweeted his opinion on the matter, writing it will have “terrible…