Bull markets are born on pessimism They grow on skepticism They mature on optimism They die in euphoria -Sir John Templeton Value investor Shelby Davis once said, “You make most of your money in a bear market; you just don’t know it at the time.” For those who may not have... read more →
Dec
06
May
25
I took a few days off last week for a little getaway. Flying back on Sunday, I was able to read the Wall Street Journal Weekend edition. A cover story in Section C was a review of the trade war between the U.S. and China that kicked off in 2018.... read more →
Feb
28
These events underscore our conviction that the essential challenge to long-term successful equity investing is neither intellectual nor financial, but behavioral; it is how one reacts, or chooses not to react, to market declines that will determine long-term financial success. Less than 60 days ago, we delivered our end of... read more →
Aug
27
My commute to the office, if you can call it a commute, is about one and a half miles. Total drive time is about 7 to 8 minutes. Often, I will listen to some smooth jazz or something similar, or just have the windows down and feel a warm breeze.... read more →
Jun
03
It goes by many names. Some call it a “rainy-day fund” or an “emergency fund”; others refer to it as “mattress money”. Whatever you call it, the function is the same. It is a buffer of protection against life’s unexpected occurrences. Think of it as insurance against some sort of... read more →
Feb
05
How do income and consumer spending in the Greater Tampa Bay Area in Florida compare to the country? Findings from a new report help to answer that question. The U.S. Bureau of Labor Statistics surveyed households in the Tampa - St. Petersburg - Clearwater area analyzing income and spending patterns... read more →
Nov
15
Considering listing your property on sites such as Airbnb or VRBO? Living in Florida makes for a desirable destination vacation due to its generally warm climate and beaches. There is a reason why there are more than 7 million listings worldwide on Airbnb and more than 2 million on VRBO... read more →
Nov
07
The numbers are here - Americans spent $61,224 on average in 2018, a slight increase from 2017. Where exactly was that money spent? The U.S. Bureau of Labor Statistics has issued its most recent consumer spending report with the findings of spending per consumer unit.* Where is our money going?... read more →
Nov
01
Cost and Lifestyle Comparisons of City versus Country Living Considering making a move to the country? Maybe you want more quiet days, or you want to reduce your spending. Or maybe you just want a change in the pace of life. No matter your reasons, relocating to the country extends... read more →
Oct
07
Need a vacation? There’s nothing worse than feeling guilty after a trip for spending too much. But you don’t need to spend thousands on airfare and hotels to take time for yourself. The below tips are an easy way to take a vacation while staying within your budget. How (and... read more →
