Addison Parker 10/13/16 Addison Parker 10/13/16

2016

What we are reading this week

Addison Parker 10/13/16 Addison Parker 10/13/16

FAFSA 101

Financial aid applications are right around the corner. Make sure you are prepared!

Addison Parker 10/6/16 Addison Parker 10/6/16

Fortis Wealth Management Weekly Insights- 10/6/2016

What we are reading this week

Paul Misleh, CFA, CPA 9/13/16 Paul Misleh, CFA, CPA 9/13/16

Warren Buffett’s Ground Rules

Warren Buffett is of course the most famous “investor” ever. Most people know the “Grampa Warren” character that has come to prominence over the last say fifteen years but miss a lot of the most interesting parts of his life. For example, most people don’t know the Warren ran one of the earliest hedge funds ever started. Warren launched the hedge fund at roughly 26 years old in 1956 after already saving enough money to “retire”.

Paul Misleh, CFA, CPA 9/5/16 Paul Misleh, CFA, CPA 9/5/16

2016_09_05 - Market Musings

Happy Labor Day! Let's get to laboring and see what's going on out there. There is a lot of news around interest rates today...most days we will not focus on interest rates because at some point it becomes quite boring...hopefully we aren't there yet.

Paul Misleh, CFA, CPA 8/31/16 Paul Misleh, CFA, CPA 8/31/16

2016_08_30 - Market Musings

As a reminder these market musings serve to provide insight into what is driving the markets and also cover issues specific to a number of businesses as we see fit.

Mike Boroughs 6/28/16 Mike Boroughs 6/28/16

Brexit Q&A

With all the fear and uncertainty over the Brexit, we wanted to provide some thoughts through a basic Q&A.

Paul Misleh, CFA, CPA 5/16/16 Paul Misleh, CFA, CPA 5/16/16

2016_05_16 Market Thoughts

Mike Boroughs 5/3/16 Mike Boroughs 5/3/16

Summary of the Berkshire Meeting in Omaha

We attended the 2016 Berkshire Hathaway shareholder meeting in Omaha this past weekend. Here are some of our main takeaways...

Mike Boroughs 4/21/16 Mike Boroughs 4/21/16

Is China Setting Up for a Financial Crisis Similar to 2008/2009 in the US?

Last night, billionaire investor George Soros issued a warning that he thinks the debt-fueled Chinese economy is beginning to look eerily similar to the US economy prior to the 2008/2009 economic collapse. The growth in credit is taking place at an alarming rate and many of the loans are going to keep bad debts and loss-making enterprises alive, Soros said....

Mike Boroughs 2/21/16 Mike Boroughs 2/21/16

Fortis Wealth Management Weekly Insights - 2/21/16

We are people who are constantly striving to figure out ways to boost our clients' wealth, earn better risk-adjusted returns in the market, and make ourselves into better human beings. As such, we send out a few items of the many that we are reading each week that we think are worthy of passing along to our readers...

Mike Boroughs 2/1/16 Mike Boroughs 2/1/16

Fortis Wealth Management Weekly Insights - 1/31/16

7 things we are reading this week we thought worthy of passing along to our readers...

Mike Boroughs 1/24/16 Mike Boroughs 1/24/16

Fortis Wealth Management Weekly Insights - 1/24/16

7 articles we are reading this week we thought worth passing along to our readers...

Top 2015 Investment Stories and 2016 Expectations 5: China

Paul Misleh, CFA, CPA 1/20/16 Paul Misleh, CFA, CPA 1/20/16

How Do I Maximize Federal Student Financial Aid?

College is expensive. Most of us need some form of financial aid. Often the best place to start is by trying to get financial aid from the federal government. In this post we explore how to maximize the way the federal government assesses your financial need and therefore increase your eligibility for financial aid...