Giving to a Good Cause? Do Your Research.

It’s the holiday season. You and/or a family member may be inclined to give to a charity (see one of my favorite charities, PAWS Atlanta, above!). My parents enjoyed giving to charity, especially later in life. They sent checks to many charities. When they gave, they...

What We Can Learn from Charlie Munger

On November 28th Charlie Munger, the Vice Chairman of Berkshire Hathaway, and Warren Buffet’s right-hand man, died. By many counts, he’s considered one of the greatest investors of the all-time. What made him great? Here are just some of his thoughts…… “….One is the...

Weight Loss Drugs Could Reshape Industries Beyond Health Care

From deep-fried turkey to pumpkin pie, the holidays are a time to indulge. But a new category of weight loss drugs is designed to curb appetites and thereby prevent a multitude of health problems associated with obesity. At the same time, these drugs — sold under the...

Congrats! You Stayed Invested!

It’s been a turbulent time around the world the last few weeks with Israel/Gaza conflict, Ukraine, labor strikes to name a few. But investment markets haven’t cared. The S&P 500 is up 3.66% for the last two weeks. Which is 19% (18.97 %to be exact.) of the S&P...