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The Architect

Culture and Values | Market Content | Optimism

“In the physical world, great buildings are linked to their architect while those who had poured the concrete or installed the windows are soon forgotten.  Berkshire has become a great company.  Though I have long been in charge of the construction crew; Charlie should forever be credited with being the architect.” – Warren Buffet This…

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Bold & Humble

Culture and Values | Market Content | Optimism

“You don’t have to be brilliant, only a little bit wiser than the other guys, on average, for a long, long, time.” – Charlie Munger                                                                                                                                                Happy 2024!  We are grateful to roll into this new year with you and pleased to report strong portfolio results for the year just ended. At the end of…

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Unhurried

Culture and Values | Market Content | Optimism

“Speed is irrelevant if you are going in the wrong direction.” – Mahatma Ghandi Is it just us, or does everything just seem to move faster these days? We’ve long known the world (and hence markets) to be a noisy place, full of all sorts of things vying for our attention, but our always-on media…

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Artificial Sweetener

Market Content | Optimism

“The only time to eat diet food is while you’re waiting for the steak to cook.” – Julia Child   I love the taste of an ice-cold Diet Coke. Especially with Mexican food. Apparently, the World Health Organization thinks I should not have too much of it though. Something about the artificial sweetener, I guess.…

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Markers

Culture and Values | Market Content | Optimism

“To be a consistent winner means preparing not just one day, one month, or even one year – but for a lifetime.” -Bill Rodgers, Four-time winner of the Boston Marathon As I begin writing this, waves of runners are launching headlong into a rain-soaked beast of a marathon course in Boston.  From its first running…

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Silicon Valley Bank

Market Content | Optimism

Good morning!  Many of you likely saw news over the weekend around the failure of Silicon Valley Bank (SVB).  This is a good example of when the media noise gets turned up loud and we must keep cool-headed in our assessment and response.  First and foremost, we want you to rest assured that we have…

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What Matters Most

Culture and Values | Market Content | Optimism | Planning

“A wealth of information creates a poverty of attention.” -Herbert Simon, Artificial Intelligence (AI) pioneer This quote was buried in an article I read last month related to the launch of ChatGPT, an AI-driven chatbot that has received its fair share of media attention.  For those of you curious about what it means for the…

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From Strength to Strength

Market Content | Optimism

“We do not have to become heroes overnight. Just a step at a time, meeting each thing that comes up, seeing it as not as dreadful as it appears, discovering that we have the strength to stare it down.”                                                                                                                                                                                                                      -Eleanor Roosevelt I’m reading a book titled “From Strength to Strength”, a phrase/idea…

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Welcome Travis

Culture and Values | Optimism

Fall Greetings!  Was great to see many of you last week for our open house.  Like we shared there, it was less about the new office and more of an excuse to get together as friends and introduce some of our new team members. On that front, wanted to take the opportunity to formally introduce…

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Welcome Peter

Culture and Values | Optimism

Greetings!  We hope this finds you and yours doing well as we close out August and head into the Labor Day holiday weekend. First, we want to share the exciting news that Peter Jacobs has joined the Tschetter Group team!  Peter adds significant strength and depth to our investment management expertise, bringing his seasoned hand…

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