CKBlog


Wednesday, May 30, 2018

Financial Planning Hits Home

by Steve Haberstroh, Partner

Financial planning is all about putting the right plans in place and executing on them so you can spend time doing what is meaningful to you.

Read on: Financial Planning Hits Home

Topic: Financial Planning

 


Friday, May 18, 2018

What Mickey Mantle Taught Me About Value Investing

by Steve Haberstroh, Partner

It’s been tough for value investors. Over the last ten years ending March 31, 2018, the S&P 500 Growth index outperformed the S&P 500 Value index by nearly 4% per year. Compounded annually, that’s a difference of nearly 90%! And this wouldn’t be the first time. This will change. Profits and retained earnings are what should matter over the long run.

Read on: What Mickey Mantle Taught Me About Value Investing

Topic: Strategies

 


Wednesday, May 09, 2018

Berkshire Hathaway Shareholder Meeting 2018: Buffett Prefers Discipline over IQ

by Steve Haberstroh, Partner

Thousands flock to Omaha each year in search of a magical nugget, courtesy of Warren Buffett, that we can apply to our investment process and to our lives. And each year, we are reminded that the secret to successful investing is there is no secret.

Read on: Berkshire Hathaway Shareholder Meeting 2018: Buffett Prefers Discipline over IQ

Topic: Strategies

 


Friday, April 20, 2018

Don’t Sleep on Non-US Stocks

by Steve Haberstroh, Partner

Over the last 14 years in the business ... one thing has become clear to me. Mean reversion is real and universal. Things that have been hot for a while tend to cool down. Likewise, things that have been out of favor eventually become the favorites. You earn the fruits of the good times by sticking through the bad times. What am I talking about?

Read on: Don’t Sleep on Non-US Stocks

Topic: The Market

 


Thursday, April 05, 2018

Buy and Hold ... Stock Certificates?

by Steve Haberstroh, Partner

We’ve all heard the stories. “Husband Finds $4.3 mln worth of Stock in Attic”. “Children Find Parents’ Treasure Trove of Stock Certificates in Basement”. We should all be so lucky. But what if this had less to do with luck and more to do with tried and true investment strategies? Can we learn something from these tales (other than it’s about time you visited Grandma and helped clean the attic)?

Read on: Buy and Hold ... Stock Certificates?

Topic: Strategies

 


Tuesday, February 27, 2018

“Steve’s Notes” on Buffett’s 2017 Annual Letter to Shareholders

by Steve Haberstroh, Partner

Steve Haberstroh’s takeaways on reading Warren Buffett’s letter to Berkshire Hathaway shareholders.

Read on: “Steve’s Notes” on Buffett’s 2017 Annual Letter to Shareholders

Topic: The Market

 


Wednesday, February 14, 2018

Is it Time to Break Up with the S&P?

by Steve Haberstroh, Partner

Many of you out there have committed nearly 100% of your investable assets to the S&P 500 index or have been contemplating doing just that. Given the recent correction (we officially hit a 10% sell-off in the index), on this Valentine’s Day, I ask “should you break up with the S&P?”

Read on: Is it Time to Break Up with the S&P?

Topic: The Market

 


Friday, January 19, 2018

2017 Market Review

by Charlie Haberstroh, CEO & CIO

Notes from our CIO on the Market in 2017, and some things to consider in 2018.

Read on: 2017 Market Review

Topic: The Market

 


Wednesday, January 17, 2018

Look Out for Outlooks!

by Steve Haberstroh, Partner

Look Out, the 2018 Financial Outlooks are out!

Outlooks are rarely accurate. It is impossible to successfully and consistently predict the outcomes of the financial markets, especially in the near term. 2017 is a perfect example of why the markets have the habit of proving prognosticators wrong.

Read on: Look Out for Outlooks!

Topic: The Market

 


Friday, December 08, 2017

Bitcoin, FOMO, and the Greater Fool

by Steve Haberstroh, Partner

Over the last several weeks, I’ve fielded many inquiries about Bitcoin. “What is Bitcoin?” “Should I invest?” “How do I invest?” “Am I too late?” I have many conversations about Bitcoin with some of the smartest people I know who are also trying to figure this out. It’s starting to reach a fever pitch. What to do?

Read on: Bitcoin, FOMO, and the Greater Fool

Topic: The Market

 

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