by Stoffel | Apr 16, 2025 | Financial Literacy
A Note to Parents As your child becomes more familiar with saving and spending, the next step is teaching them how to tell the difference between a need and a want. Understanding this difference builds decision-making skills and helps kids prioritize spending – a...
by Stoffel | Apr 10, 2025 | Investing
First published in 1949 and updated several times since, The Intelligent Investor by Benjamin Graham is widely regarded as the definitive guide to value investing. Graham, often called the father of value investing, was also Warren Buffett’s mentor – and Buffett...
by Stoffel | Apr 8, 2025 | Financial Literacy
A Note to Parents Once your child starts receiving a regular allowance and learns that money can grow (thanks to the magic of compounding), the next natural step is helping them decide what to do with their money. Should they spend it now on something fun? Or should...
by Stoffel | Apr 5, 2025 | Financial Literacy
A Note to Parents Compounding is one of the most powerful forces in finance – and one of the hardest to appreciate without seeing it in action. For kids, it’s like magic: the longer your money sits and grows, the bigger it gets. Not because you keep adding more, but...
by Stoffel | Apr 5, 2025 | Decision Making, Investing, Portfolio Management, Risk Premia
Tariffs, Tumult, and Staying the Course: A Note to Long-Term Investors Markets are down. Headlines are loud. Uncertainty is abundant. But for long-term investors, this is not the time to panic. In response to a new wave of global tariffs announced by the Trump...