Category Archives: Edgemoor Insights

And the Beat Goes On – Notes from the Berkshire Hathaway Annual Meeting

Tweet Once again, Berkshire Hathaway’s Annual Meeting was a showcase for the best of corporate America featuring the guru of value investing, 81-year-old Warren Buffett, and his long-time partner and alter ego, 88-year-old Charlie Munger.  Five hours of answering questions from shareholders, financial analysts, and journalists, and they didn’t miss a beat. Management succession was […]

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The Appeal of Preferreds

Tweet As those who have followed our investing approach know, preferred stocks have been mainstays of our income portfolios for many years.  In today’s environment of low interest rates, including a yield of 2% on the 10-Year Treasury, the much higher yields offered by preferred stocks are particularly attractive. Fidelity recently published a detailed review […]

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The 25 Documents You Need Before You Die (from WSJ)

Tweet The Wall Street Journal recently published a useful article discussing key estate planning and end-of-life documents to prepare and also stressing the importance of letting someone know where to find them.  Click here to view the full article, or click here to view the summary picture listing the documents. In an earlier post several […]

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Still Woodstock for Capitalists – Notes from the 2011 Berkshire Hathaway Annual Meeting

Tweet The Sokol Affair Together with other regulars from Washington, DC who every year catch the single daily nonstop flight to Omaha, NE to attend the Berkshire Hathaway Annual Meeting, I shared opinions about the topic du jour and what Warren Buffett would say about it while waiting to board our plane. I’m referring of […]

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2010 Tax Relief Act

Tweet Confused about the details of the “Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010?”  Not sure how it might apply to your situation?  We are happy to share with you this excellent summary from our friends at law firm Venable LLP.  As noted, some of the provisions and their implications are […]

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