Berkshire Trip 2018

May 2018  By: ALEX MORRIS, CFA, MBA

In early May, I attended the Berkshire Hathaway shareholder meeting in Omaha, Nebraska. The event, dubbed “Woodstock for Capitalists,” attracted more than 40,000 attendees from around the world. I made my first trip to Omaha with a friend back in 2010. We had both become fascinated with investing and decided we couldn’t miss the chance…

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All-Weather Portfolio Construction

May 2018  By: MALCOLM BUTLER, JD

It seems that there has been an increase in severe weather these days including floods, fire, and wind. In Savannah, we suffered a direct hit from Hurricane Matthew last year and endured a mandatory evacuation this year due to Hurricane Irma. Hurricanes are a constant threat during the summer and fall, and we have learned…

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Notes from the Investment Team

May 2018  By: JOEL GOODMAN, CFA, SCOTT McGHIE, CFA, CPA, ALEX MORRIS, CFA, MBA, JARED HAMMERS, CFA

2017 was another banner year for investors. The total return (inclusive of dividends) for the S&P 500 was a gain of 22%. There were not any meaningful hiccups along the way; as shown in the chart below, the index posted positive returns in every single month of 2017. International stocks fared even better, with a…

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An Antidote to Volatility

May 2018  By: JULIA BUTLER, CFP®, JD, MBA

“Antidote”: Something that works against an unwanted condition to make it better. Investors might agree that market volatility is an unwanted (though unavoidable) condition. What works against it to make it better? The antidote is choosing—and sticking with—a strategic asset allocation target that meets your return objectives while respecting both your financial capacity to deal…

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