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March 9, 2026

Tariffs and the trade deficit

On February 19th the Wall Street Journal reported that America imported a record amount of goods last year and that the U.S. trade deficit in December – the latest date for which figures are available – rose $70.3 billion.  The goods trade deficit hit a record $1.24 trillion in 2025.  …

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January 9, 2026

The rise of the individual investor

Since the 1980s, financial firms on Wall Street have increasingly relied on machines and algorithms to streamline trading and enhance their returns.  Firms like Blackrock, State Street, Goldman Sachs, JP Morgan and others invested heavily in powerful computer hardware.  They then aggressively recruited the top PhDs in math, logic, and…

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August 11, 2025

Breathe through your investment strategy

The older I get the more I understand how important it is to pay attention to my breath when I exercise. Of course we all have to breathe to stay alive, but how and when we take those breaths can really make a difference in the effectiveness of our workout.…

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May 8, 2024

Berkshire Hathaway Shareholders Meeting lived up to its hype

Last weekend, we had the opportunity to attend the Berkshire Hathaway Annual Shareholders Meeting in Omaha, Nebraska.   “Woodstock for Capitalists” is a bucket list item for many investors and we finally crossed this epic event off our lists. For as long as we can remember, our Investment Team has discussed…

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April 26, 2024

Weathering storms

April in Wisconsin offers countless opportunities to develop life skills like patience and adaptability. A single spring day could feature a romp through all four seasons, with a couple of extras like gnat and lake fly seasons rolled in. The same daily forecast that allows daffodils to bloom can include…

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June 14, 2023

How AI is driving investors toward tech stocks

Artificial intelligence has not only been influencing some of the daily news cycle lately, it also has played a key role in driving investors toward tech stocks. Some analysts estimate AI technology could boost the global economy by $15.7 trillion by 2030, and investors want to take advantage of that…

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