When is the best time to do a client review? As you may have noticed I’ve been writing less frequently than I have in the past. I have a new role and it has me travelling more extensively as I begin setting up key partnerships and meeting new clients. One…
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How Can You Begin Investing Between the Lines?
I’m getting ready for another exciting Berkshire Hathaway annual meeting this weekend in Omaha! It’s the first where I get to help my investing clients get a better handle on what’s happening at Berkshire Hathaway and the business world overall. Warren Buffett and Charlie Munger will be holding court and…
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