Category Archives: Edgemoor Insights

A Financial Checklist for Your Newly Minted High School (or College) Graduate

By Gay Truscott | Published June 18, 2019

Tweet Financial planning can begin at any age.  A good starting point for many is when heading off to college, a first job, or the military.  This article, “A Financial Checklist for Your Newly Minted High School (or College) Graduate” provides a valuable checklist of items to think about from budgets to credit cards, healthcare, […]

Also posted in Financial Planning, Newsworthy Updates | Comments Off on A Financial Checklist for Your Newly Minted High School (or College) Graduate

What Midterm Elections Mean for Markets

By Christine Xu | Published November 20, 2018

Tweet Have you ever wondered what midterm elections mean for markets? According to a recent article from Dimensional Fund Advisors, data for the stock market going back to 1926 shows that midterm elections did not have any material impact on market returns. Also, there does not seem to be a pattern of stronger returns when […]

Also posted in Newsworthy Updates | Comments Off on What Midterm Elections Mean for Markets

Where’s the Value?

By Gay Truscott | Published July 24, 2018

Tweet Click here to read an interesting analysis by Dimensional Fund Investors of the return difference between value stocks over growth stocks during the period from 1928-2017.  Dimensional shares our belief that the current period of value under-performance is likely to reverse and a consistent value investment approach in all market environments will help investors […]

Also posted in Newsworthy Updates | Comments Off on Where’s the Value?

Berkshire Hathaway – Better Than Ever

By Timothy Coughlin | Published May 10, 2018

Tweet Last week I made my annual pilgrimage to Omaha, NE for Berkshire Hathaway’s Annual Meeting.  Amazingly, Chairman/CEO Warren Buffett, age 87, and Vice Chairman Charlie Munger, age 94, are as astute as ever. Management Succession Most importantly, Buffett and Munger have provided for their management succession with long time Berkshire Hathaway executives Ajit Jain […]

Comments Off on Berkshire Hathaway – Better Than Ever

Market Volatility

By Gay Truscott | Published April 4, 2018

Tweet Many investors get understandably spooked by the kind of market volatility we have seen in recent months.  The temptation to sell and run is real.  The Washington Post article, “How to lose a lot of money in the stock market” makes several important points for investors to consider before selling into a volatile market.

Also posted in Newsworthy Updates | Comments Off on Market Volatility