facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog external search brokercheck brokercheck Play Pause

NEWS & INSIGHTS


Five Timeless Investing Lessons from Warren Buffett Thumbnail

Five Timeless Investing Lessons from Warren Buffett

Warren Buffett, the legendary investor known as the "Oracle of Omaha," has announced he will retire as CEO of Berkshire Hathaway at the end of the year. After six decades at the helm, Buffett leaves behind not only a towering investment legacy but also a wealth of timeless financial wisdom. His ability to distill complex market principles into simple, actionable insights has made him a guiding voice for investors around the globe. As the investment world marks the end of an era, now is a fitting time to revisit some of Buffett’s most enduring quotes—and the powerful lessons they offer.

Investing Behavioral Planning
Tariffs, Taxes, and To Do's Thumbnail

Tariffs, Taxes, and To Do's

Historically, the first year of a president's term has been a fairly average one for the stock market. In his 2016 market analysis, Lee Bohl found that the first year of a presidential term yielded an average return of 6.7% from 1933 to 2015. This is modest compared to the third year of a president's term which historically has earned the highest return at 13.5%, but signifcant compared to the second-year average return of 3.3%. However, averages do not tell the whole story.

Taxes Investing Behavioral Planning
Analog Advisor Podcast, Season 3 Episode 23: The Differentiating Factors of a Sound Wealth Advisor with Matt Sommer Thumbnail

Analog Advisor Podcast, Season 3 Episode 23: The Differentiating Factors of a Sound Wealth Advisor with Matt Sommer

Co-hosts Wes Brown and Dr. Sonya Lutter talk with Matt Sommer, Head of Specialist Consulting Group at Janus Henderson Investors, to explore the role of advisors in the year 2024. Through this enlightening conversation, Matt shares several findings from his recent research: 85% of all investors desire more financial education, life expectancy is correlated to wealth, and 70% of investors admit to making mistakes due to emotions.

Behavioral Family Values Planning