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 July 14, 2022

bear market

Apple, Snapchat, and the Long-Term Case for Stocks

Discussions about investing often overlook the obvious fact that stocks are businesses. Although we invest in mutual funds and ETFs (baskets of stocks),...

Ben Peters Lead Advisor & CCO, Principal January 13, 2022

Bonds

2021 Year-End Summary

Lesser challenges have derailed past bull markets. And yet, we’re thirteen years into the post-Great Recession uptrend. All but three of those years have...

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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.