Jim Steffen |

On March 19th we hosted one of our regular lunch and learn events. The topic was Social Security. It usually draws a good crowd relative to others, but even I

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Jim Steffen |

Market volatility has returned. With it, increased fear amongst investors. I’ve heard it coming from our clients and can see it in the way financial media is

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Jim Steffen |

I recently spent several days in Los Angeles visiting an asset manager that I hold in high regard, First Pacific Advisors (FPA). The event was a biannual

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Jim Steffen |

I read an excellent autobiography this summer by Edward Thorp which I also mentioned in our most recent newsletter.  Mr. Thorp’s name is much less known in

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