Is Warren Buffett Giving Contradictory Advice?

A Discussion of Passive vs. Active Warren Buffett is widely acknowledged as the greatest investor alive today.  Last year he was ranked the third wealthiest person in the world, down from number one a few years back.  Despite his roots as a value investor whose favorite holding period is forever, in recent years he has been […]

Is Warren Buffett Giving Contradictory Advice?

A Discussion of Passive vs. Active Warren Buffett is widely acknowledged as the greatest investor alive today.  Last year he was ranked the third wealthiest person in the world, down from number one a few years back.  Despite his roots as a value investor whose favorite holding period is forever, in recent years he has […]

Laddering versus Chunking

Many times clients come to us to find a better rate than what their bank is offering when a CD is coming due.  Sometimes they are looking for the best short term rate because they fear interest rates are going up and want to have the money available sooner rather than later.  Other times they […]