PERSPECTIVE FOR THE NEW YEAR This is the start of the tenth year of our quarterly newsletter. Each year, we […]
Quarterly Investor Letter Q4 2022 Author: Dominick D’Angelo Lessons From 2022 The market and our portfolios had a challenging year […]
Our Investment Beliefs Belief #1: Consider risk. Considering the downside of an investment is simply the most important thing an […]
Quarterly Investor Letter Q3 2022 Author: Dominick D’Angelo What a Difference a Year Makes Entering 2022, markets were at or […]
Update From Your Advisors Today, more than usual, people are asking questions. Where are markets headed? Are we in a […]
Our Investment Beliefs Belief #1: Consider risk. Considering the downside of an investment is simply the most important thing an […]
Estate Planning: Get it Done! Simple estate planning is one important way to ensure your loved ones are cared for […]
Student Loan Forgiveness On August 24, 2022, President Biden announced that the U.S. Department of Education will forgive federal student […]
Quarterly Investor Letter Q2 2022 Author: Dominick D’Angelo Follow Up – Management Incentives Our Q1 2022 letter discussed the ongoing […]
Summary of Other Holdings Kimco Realty (KIM) Kimco is a real estate investment trust (REIT) and is one of the […]
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