Hello from Omaha,
Tax season is behind us (collective sigh of relief), and just in time for the final sprint of spring sports and end-of-school activities. The markets continue to be volatile, but this is precisely what our portfolios are designed for—to be resilient in choppy waters and to mitigate losses in times of uncertainty.
We’ve curated several articles this month that we think you’ll find valuable, covering everything from investment principles to digital privacy tips.
Looking ahead, I wanted to give you early notice that we have a number of energy investments that will likely open for funding this summer. For those who have invested in similar opportunities before or anyone interested in exploring this space, we’ll be reaching out in the coming weeks with more details.
As always, we’re here if you need us. Don’t hesitate to reach out with questions or just to catch up.
Until next time,
Tyler Anderson
![]() | 10 Time-Tested Investment Principles for Volatile Markets Here’s how investors can stay calm and stick with their investment plans amid whipsawing markets. |
![]() | 3 Powerful Strategies For Building Multigenerational Wealth In a world where financial security remains elusive for many, the concept of building wealth that spans generations might seem like a distant dream. |
![]() | Trump Tariffs Are Creating Chaos. Barry Ritholtz Says It’s Time to Embrace Your Inner Mr. Spock. The chairman of Ritholtz Wealth Management says his worst-case scenario for the trade war is bleak but investors still need to avoid acting based on emotion. |
![]() | Will home prices drop if there’s a recession? Home prices aren’t expected to drop this year, but a recession could change that. Even with a recession, we may not see prices drop more than 5%, one economist says. If you’re buying a house in a recession, make sure you’re on strong financial footing. |
![]() | Nine Ways to Protect Yourself From ‘Impostor’ Voice Scams A secret word, a silent text message and some deep breathing can shield you from scam callers. |
![]() | My parents gave my son an experience rather than a toy for his birthday. It was a game changer. Research has shown that buying life experiences — like a meal out, a vacation, or going to the theater — rather than material possessions leads to greater happiness for both the consumer and those around them. |
![]() | How Far Does $1,000 Take You on a Trip to London? We Found Out. The challenge: three days in the British capital with a teenager on spring break. Here’s how the grand plan played out. |
![]() | Go Delete Yourself From the Internet. Seriously, Here’s How. Find your data, request removal…and repeat. |
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