One of the books that has had the most impact on my professional life is “Start With Why” by Simon Sinek. The central theme of the book is that people are often drawn to organizations, products, and leaders because of the identities and values they represent. Sinek uses Apple as [...]
Last week we received a few calls from clients who wanted to get in on the SpaceX Initial Public Offering (IPO) of stock. I explained that I generally did not favor trying to get ahead of the market by buying shares of almost any company IPO for several reasons. The [...]
My grandfather lived to the ripe old age of 89. This was especially notable because when he was in his 30’s he suffered a serious heart attack and underwent open-heart surgery. His long-term prognosis was not good, yet he ultimately went on to live a long and relatively healthy life. [...]
In our investment practice, I avoid buying stock and mutual funds of Communist Chinese companies. There are several reasons for my decision and I will discuss these today. First, despite quite broad agreement on accounting standards in the US, Europe, Asia, and the rest of the developed economies, China continues [...]
There’s a saying that every saint has a past. It resonates when reflecting on professional growth especially in investing, where theory often collides with emotion. Wisdom can be taught, but it carries a different weight once it’s lived. Most people trust guidance more when it’s shaped by experience rather than [...]
We may be standing at the beginning of the biggest biotechnology shift any of us have ever seen. The pace of change coming over the next few years could surprise all of us. Thanks to our growing ability to map the human genome, edit genes, create personalized treatments using mRNA, [...]
As we know, some people see the risks and dangers everywhere while others see opportunities everywhere, perhaps because of the risks and dangers that exist. An entrepreneur is one who sees a problem and is foolish enough to think she or he can solve it or improve on existing solutions. [...]
Recently I wrote about the difference between two major groups of stocks in the US stock market. The total of technology companies—1,055 by one measure—have dropped by a composite of 10.4 percent year to date through Monday afternoon. That is the worst sector thus far. On the other hand, the [...]
Though some may disagree, I believe in America, the greatest determiner of ones' success in life is the sum total of the decisions they personally make. Other factors, of course, also play a role, but if the decisions you make are generally wise and effective, you will succeed. One of [...]
Today I am writing more basic philosophical thoughts about investing. What are your goals for your money? One primary goal for most people is and will be to multiply your money for present and future financial needs and desires. But another goal may be to promote a particular area of [...]
