We find it fascinating to hear Tony describe how much process, consideration, and analysis goes into building Oakmark portfolios. We encourage everyone who...

Chris Hughes Lead Advisor, Principal July 22, 2022

inflation

BEW Webinar with DFA’s Apollo Lupescu, PhD

Apollo is matchless at weaving together data, anecdotes, and behavioral biases to educate investors on how to make sound, evidence-based decisions. His...

Ben Peters Lead Advisor & CCO, Principal May 9, 2022

Dividends

Tech Stocks vs. the Fed

With low rates, investors prefer stories about the future over earnings today. When rates rise, investors begin to prefer earnings today over stories about...

Popular posts

Chris Hughes Lead Advisor, Principal November 30, 2023

Taxes

Taxes On Inherited Property In California

Understanding inheritance laws and taxes in California is crucial for anyone who finds themselves as a beneficiary of a property. However, these regulations and rates can get complicated quickly.

Chris Hughes Lead Advisor, Principal June 21, 2024

Financial News

Don’t Mix Politics and Investing

As we approach another election season, the chatter about its potential impact on financial markets is hard to ignore.

Ben Peters Lead Advisor & CCO, Principal July 11, 2024

Quarterly Commentary

Q2 2024 Commentary

Every bull market, a stock breaks into the Zeitgeist. A few years ago, it was Tesla. This bull market, it is Nvidia.

Peter Burton Senior Advisor, Principal November 6, 2024

Global Economy

The Rising Impact of Inflation on Global Markets in 2024

Risk assessments help businesses avoid pitfalls. It explains how to build a risk-aware culture for growth and stability.