Over the weekend, I was reading Barron’s, and there were numerous articles about obtaining enough income in retirement.  The recommendations vary from buying dividend stocks, annuities, and/or bonds.  All of these strategies offer various challenges and risks.   Buying dividend stocks offers income and the potential for capital appreciation.  The problem is that many of these...Read More

The Retirement Crisis White Paper   Dear Investor,   When you are in the midst of a bull market, it can be very easy to lose your sense of risk.  Even though this bull market endured rather quick bear markets in 2011, 2015-2016, and in 2018, the general trend has been upwards.  Investors that have...Read More

As a firm, our biggest position has been Assured Guaranty (AGO) for quite some time. We have written about it extensively and covered the attractiveness of the opportunity in great detail. Today was a great day, as we really got confirmation of the incredible progress that this company is making.Read More