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Berkshire Trip 2018

May 2018  By: ALEX MORRIS, CFA, MBA
Berkshire Trip 2018
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.

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All-Weather Portfolio Construction

May 2018  By: MALCOLM BUTLER
All-Weather Portfolio Construction
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...

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Notes from the Investment Team

May 2018  By: TFG INVESTMENT TEAM
Notes from the Investment Team
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...

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An Antidote to Volatility

May 2018  By: JULIA BUTLER, CFP®, JD, MBA, CFEI
An Antidote to Volatility
“Antidote”: Something that works against an unwanted condition to make it better.

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