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"The most important quality for an investor is temperament, not intellect. You need a temperament that neither derives great pleasure from being with the crowd or against the crowd." - Warren Buffet

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Williamston, Michigan & Perrysburg, Ohio

Articles Tagged as Client Corner

November 7, 2019

Saudi Aramco is in talks about going public. We talk about Saudi Aramcos' business.

September 3, 2019

A couple of weeks ago my family and I went on our annual vacation to my families cabin in Canada. It is by far my favorite place to be, especially in late July and early August. The cabin is on an isl...

August 15, 2019

‘Real Risk’ to us takes two basic forms:

  • The RISK of permanent loss of capital

  • The RISK of inadequate return relative to your planning needs

If you invest money for the future and need to us...

June 25, 2019

One of my favorite topics to research, learn, and talk about is the founding of the United States of America. I have the highest respect for our founding fathers. Collectively, they put together what...

March 25, 2019

A client recently asked me how I felt about a top 10 mutual fund list, which shows the top performing mutual funds from a 1, 3, 5 or 10-year periods. I said, “For the most part, they are meaningless.”...

November 20, 2018

Earlier this year, we started working with a new outside strategic advisor, Josh Rochon.  Josh works as an Advisor for Fourth Dimension Financial in Perrysburg, OH and utilizes Evergreen Wealth Manage...

November 2, 2018

When times of uncertainty enter the market it is vital to remember that the fundamental value of a stock is based on future cash flow…that is profit, discounted to present value. Therefore, the stock...

October 12, 2018

And just like that, we’re wondering if it’s finally here. We’ve been talking about the next big market decline for so long now, it’s begun to feel like crying wolf. Ten years removed from the last rec...

October 4, 2018

One of the key questions we ask clients before investing is, “how will you measure success”? The answer to this question helps create a powerful decision-making map and review process for the advisor...

An Affordable Insurance Solution

Most of our clients who have life insurance typically have some form of term life insurance. We generally find term life helps execute most financial plans at the lowes...

June 22, 2018

As a citizen of the United States of America, we celebrate Independence Day to remember the adoption of the Declaration of Independence on July 4th, 1776, which declared the 13 united colonies free fr...

April 3, 2018

Impact of a Shrinking Population Part 1 - How the Birth Rate affects economic growth

At my families Thanksgiving dinner I was having a conversation about reading old books with my uncle, who recently r...

March 23, 2018

Yes!  If you have ever gone through the process of purchasing a house then you already understand the basic concepts of analyzing a stock.   My wife and I are currently agonizing over the possibility...

February 17, 2018

Since the stock market has made back some lost ground and seems to be a bit more stable than it has been, I’d like to address a topic that is arguably more personal and maybe more useful than worrying...

January 5, 2018

Regardless of one’s political leanings, there seems to be a consensus among those that I talk with; frequent Tweets often do more harm than good. Let’s not single out Twitter, for it’s not the specifi...

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