NEWS & INSIGHTS

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.

A retrospective analysis of global stock market performance during the first quarter of 2025.

Stock performance over the last decade has some investors questioning the merits of investing internationally.

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.

A retrospective analysis of global stock market performance during the fourth quarter of 2024.

Understanding dividend yields, including what they are and how they are calculated, is key to understanding how and when to incorporate them into your portfolio strategy.

Where money intersects with meaning, you’ll find psychologist, behavioral finance expert, podcaster, and author of the new book Soul of Wealth, 50 Reflections on Money and Meaning, Dr. Daniel Crosby. In this fascinating and illuminating conversation, Daniel joins Wes and Sonya to dissect how our behaviors and understanding of money can open a pathway to the things that really matter.

Spring is an ideal time to clean up your finances, clear out the clutter & get a fresh start. Consider these 7 suggestions to get a better handle on your finances.

A retrospective analysis of global stock market performance during the first quarter of 2024

A retrospective analysis of global stock market performance during the fourth quarter of 2023.