What Good Performance Really Looks Like

The Haas Value Strategy has been a top performer since its inception about 6 years ago, beating by about five percentage points per year.  It’s fair to say that, at most, a handful of managers have matched its performance. In addition, virtually all managers would consider its performance “highly successful”.  But on a day to Read more about What Good Performance Really Looks Like[…]

Planning for Retirement

Planning for retirement has many unknowns, so there can be no certainty. For most of us, the prudent path is to: Save as much as reasonably possible Estimate your expenses when you’re considering retirement Estimate your income, including both fixed income (i.e. Social Security) and investment income (including both dividends and proceeds from sales) Determine Read more about Planning for Retirement[…]