Creative Disruption

By: Laura Walton AFC® Definition: To expose flaws in a current business model, highlight areas where improvement or changes are needed, and to help inspire adaptation of the business model for future growth…or what Bezos, Dimon and Buffett are bringing to the healthcare market. Representing Amazon, JP Morgan Chase and Berkshire Hathaway, these three individuals are…

Buffettisms

I admire Warren Buffett as much for his manner of speech as for his investing prowess. Below I’ve pulled some commonsense quotes from his just released 2017 Berkshire Hathaway Annual letter – enjoy! Buffett’s view on debt, which could apply to any of us: “Our aversion to leverage (debt) has dampened our returns over the years but we…

Heal your business model!

By: Laura Walton AFC® “Managing money is the most profitable business in the United States.” Jason Zweig pulled this quote for his recent Wall Street Journal article from a 1996 speech made by Arthur Zeikel, then president of Merrill Lynch Asset Management. Zweig’s article, “Financiers, Heal Thyselves,” applauds the recently announced pact by Jeffrey Bezos (Amazon), Warren Buffett…

Hyperbole

By: Laura Walton AFC® Hyperbole – synonyms: exaggeration, overstatement, magnification, embroidery, embellishment, excess, overkill. There’s been a lot of hyperbole in the financial news the last few days – below are some examples I culled from news stories: a big whoosh lower massive selling the Dow plummeted two huge sell-offs in a row stop the…

Balance

By: Laura Walton AFC® We talk about life balance, a balanced diet, balancing work and play, the balance of nature. Now’s an important time to talk about balance and our investments. All too often investor behavior hurts us when making buying and selling decisions. We get excited and buy when we see a stock’s value rising…