In our 25+ years of investing, the hardest time to be an investor is years into a bull market. This is especially true for a value investor. Quite simply, a bull market tests your ability to stay disciplined and not make investments that are probably overvalued. The reason being, many stocks have run-up to overvalued levels, thus reducing the number of potential investments (o
Over the years, Starbucks (SBUX) has evolved into one of the world’s most recognized brands. With nearly 27,000 locations how can they not be well known?!?! SBUX means many & different things to people around the globe. To some, it is great coffee, to others is their “3rd place,” and even others it is a tech company
The rising cost of college tuition has prompted many parents to wonder aloud how best to assist their “little ones” in achieving their college dreams without being saddled with debt after college. The common conclusion… Stuff as much cash as humanly possible into those “wonderful” 529 college saving’s plan(s)!
No matter what you invest in, discipline and patience are key attributes to success. They are critical to us as we seek to buy companies that we believe to be undervalued. The first benefit of buying undervalued stocks is these investments should produce terrific returns over the long run.
This year’s stock market has continued where it left off last year and the year before that and the five years before that… straight up (with a minor correction here and there). This year’s version has registered an 8% return (as measured by the S&P 500 Index) as of June 30th. That’s right, for seven plus years the stock market has finished with a positive return.
The tax code, with all of its hundreds of pages of regulations, stipulations, and loopholes always leave something be learned. Not only is the U.S. Internal Revenue Code massive, different write-offs and deductions occur at different stages in life, so it’s unsurprising if you don’t know the details of the IRA (Individual Retirement Account) charitable rollover.
As the saying goes there are two things that are inevitable: death and taxes. And, out of those two sure things, you can only really plan for your taxes. It should be no surprise when tax season surely and steadily rolls around again, yet every year there are plenty of individuals who file for a tax extension (in 2014 there were approximately 12 million Americans who did so).
In the realm of financial planning, time is our most valuable asset. It’s available to all of us, providing each individual with the same opportunity to optimize its value in building wealth. It’s the only resource we all have over which we have some degree of control.