“Rule number 1: Never lose money. Rule number 2: Never forget rule number 1.” —Warren Buffett
It’s a funny witticism of Warren Buffett’s when you consider that no one has a crystal ball and it seems to conflict with another investment understanding: “the greater the risk, the greater potential reward.”
Read MoreIn a recent economic and market update, a well-regarded analyst described a negative consequence as a “mathematical downgrade.” This description seemed unusual—and not only because everything we do involves math.
Read MoreThe first quarter of each year has us elbow deep in evaluating and documenting our practice – Pearl Wealth. Like you, it’s tax time, and we prepare our documents for the accountant – then comes review and filing.
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