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Sometimes, the shock of a sudden death can provide a sharp focus on things we did not appreciate soon enough, and what we know but don’t always act on. It’s always worthwhile to express our appreciation for those we care for. With the recent tragic helicopter crash that led to the loss of Kobe Bryant,…

The last decade was one of tremendous market optimism, which included the longest bull market in American history. That is because we have gone 130 months as of January 1st 2020 without a 20% or greater decline in the stock market, breaking the previous record of 113 months. Fun Fact! The terms for being bullish…

Trust is part of all brands, not just trust companies, as that is where brand loyalty comes from. Good product or service, on time delivery, truthfulness in advertising — all are part of building that trust. Unfortunately, with the chaotic digital marketplaces this trust can be broken in many ways. The most recent accusation: Fake…

No fanfare, or announcements about the large bequests. Philip Roth worked with an estate planner to create an estate plan that would promote his wishes, and we are now learning about notable parts of it. For example, he left more than $2 million to the Newark Public Library. How much money did Philip Roth have…

A grocery store for the children. It started as a dairy farm: Clover Farms Dairy in Norwalk, Connecticut, to be precise. Even at that point, it was no ordinary milk delivery service. Their trucks had plastic cows on the front that mooed for the children. This small differentiator has become larger and larger. In 1969,…

Inspiration can be found everyday when we notice people treating each other as with respect, and smiles can be found whenever expectations are surpassed. It doesn’t need to be a big expectation either – A simple gesture often creates joy that snowballs into inspiration that allows people to become better people. Everyday happens everyday, but…

One of the conventional pieces of investment advice attributed to Peter Lynch is: invest in what you know. The advice may have been paraphrased from his book, Beating the Street, in which he provides a number of principles for investing. Principle #14: “If you like the store, chances are you’ll love the stock”. This observation…