Newsletters & Articles

Articles And Other Resources To Explore The Philosophy And Application Of Our Unique Approach To Investing

All NEWSLETTER Quarterly review FINANCIAL PLANNING SPONSORSHIP EVENTS

  • The AI Bubble

    “Some development, seemingly new and desirable…captures the financial mind…the price of the object of speculation goes up…this increase and the prospect attract new buyers…the speculation building…

    Read More

  • Key Provisions of the One Big Beautiful Bill Act, and the Potential Impact on Your Taxes

    On July 4, 2025, President Donald Trump signed the One Big Beautiful Bill Act (OBBBA) into law, marking a significant milestone in tax legislation with far-reaching…

    Read More

  • Q2 2025 Review: Honeybee

    On May 3rd Warren Buffett announced he was stepping down as CEO of Berkshire Hathaway. It wasn’t the first time Buffett stepped away. In 1969, he…

    Read More

  • Q1 2025 Review: Defying Gravity

    They say that Michael Jordan’s “hang time” was only .9 seconds, but through technique, body control and timing, it looked like he could fly. The Bar-tailed…

    Read More

  • Q4 2024 Review: The Other Revolution

    In our last newsletter we wrote about the impending political revolution, but 2024 was defined by a different revolution: Artificial Intelligence. At least that’s what the…

    Read More

  • What’s Next?

     “ELECTIONS HAVE CONSEQUENCES”, and this one is certainly more consequential than most. The new administration has promised nothing short of a revolution. Whether or not they…

    Read More

SEE MORE ARTICLES