All Thoughts

Market risk needs to be viewed in terms of time.

By Joseph "Bo" Billeaud

Academics define risk as “portfolio volatility”, which they call “beta”.  They do that because they are, well, academics. By equating volatility to risk, they can assign Greek letters to their arithmetic, and write lots of...

read more

Vote – Don’t Sell

By George W. Holland, IV

Just a quick reminder… Every four years, tensions rise among some investors as to how their hard-earned savings will be affected by the upcoming presidential election.  Without going into the details, know that there is no...

read more

Rick Guerin—WHO?

By Erin Despot McMenemon, CFA®

The unknown story of the guy that could have been “Buffett” famous! When it comes to long-term investing, many people think the goal is to maximize returns as quickly as possible. But as investors like Warren Buffett and Charlie...

read more

Spot the Spoof – How to Identify a Fake Website

By Lenox Brown

One of the fastest-growing scams aimed at investors involves creating fake, but very convincing, websites that appear to be run by legitimate businesses, including financial institutions.  This has become an issue, with many...

read more

Preparing for the Tax Cut and Jobs Act Sunset in 2026

By Kaleb Price, CFP®, CPA

On January 1, 2018, the Tax Cut and Jobs Act went into effect, creating sweeping overhauls to taxes for income, estate, corporations, and non-profit organizations.  While the law has decreased taxes for most individuals and...

read more

You Don’t Want to Have to Get Rich Twice

By Joseph "Bo" Billeaud

Let me tell you about one thing you never ever will want to do.  You don’t want to have to get rich twice.  Don’t do it.  Once you’ve achieved a comfortable level of wealth, don’t do anything that could threaten that position....

read more

Still Simple, After All These Years

By Joseph "Bo" Billeaud

You all remember William of Occam, don’t you?  Sure you do!  William of Occam was one of the major figures of 14th century medieval thought and is mostly remembered for his principle known as Occam's Razor.   This principle...

read more