Category: Blog
Stock Review: Fortinet (FTNT)
Stock Review: Fortinet (FTNT) We recently added Fortinet (FTNT) to our model stock portfolio*. FTNT is a leading cybersecurity company based in the U.S. with over 700,000...
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What Is Money For?
What Is Money For? Shelby Cullom Davis got his start in the stock market in the early 1940’s on the heels of the Great Depression....
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Death, Taxes, and Identity Theft
Death, Taxes, and Identity Theft Although Benjamin Franklin’s famous quote on the certainty of death and taxes didn’t include the risk of identity theft, it...
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Obsessing Over Interest Rates
Obsessing Over Interest Rates “The theory of interest bears a close resemblance to the theory of prices, of which, in fact, it is a special...
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You Only Have to Get Rich Once
You Only Have to Get Rich Once Charlie Munger recently appeared on the Acquired Podcast. Needless to say, we are fans of Munger and recommend...
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Keep It Simple
Keep It Simple “I refuse to join any club that would have me as a member.” -Groucho Marx I was at a dinner this summer...
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Medicare Overview 2023
What is Medicare? In our latest publication of Financial Intelligence, we referenced a document called “Medicare Overview and Local Resources 2023”. We are recirculating this...
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Rolling with the Punches
Rolling with the Punches The Federal Reserve has raised the effective Fed Funds rate over the past 18 months from 0% to 5.33%. The 10-year...
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Fool Me Twice: The U.S. Housing Market
Fool Me Twice: The U.S. Housing Market As markets internalized the risks of COVID-19 in March 2020, stock prices for home construction companies crashed (proxied...
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Stock Review: VF Corporation
Stock Review: VF Corporation We’ve written in the past about our mindset of buying businesses as a way to ground and guide our...
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