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Blog 2018-06-01T19:13:27+00:00

Don’t be Caught Off-Balance

By | September 13th, 2018|

On Wednesday, August 23, 2018, the S&P 500 set the record for the longest bull market rally in history. A bull market is identified as the consistent rise of a stock index without falling more than 20%. The last time the S&P 500 fell 20% from its high was in 2009—during the worst financial crisis since the Great Depression; some even thought the financial world was going to end.

Doing Well By Doing Good

By | August 14th, 2018|

One of the greatest things I have seen in the last ten years is the example set by the world’s richest families when it comes to philanthropy. Warren Buffet, Bill Gates and even the young and enormously rich Mark Zuckerberg have all pledged to give away most of their fortunes, amounting to tens of billions of dollars, to charities. Many others have followed their lead.

What makes a company great?

By | July 11th, 2018|

When someone is asked to give examples of “great businesses”, the names that typically come to mind are well-known consumer brands such as Apple, McDonalds, or Amazon. Clearly there is something about these businesses that make people think they are great. Ernest Wong discusses the characteristics that we look for in great companies using Moody's as an example.

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