We believe that keeping our clients informed increases the chances of achieving their long-term financial goals.
February 13, 2012
In this Fortune Magazine essay, Warren Buffett explains why low volatility investments such as bonds, money markets, and bank deposits are not "safe" because of the loss of purchasing power over time. Inflation, not volatility, should be a long-term investor's biggest concern. Warren also discusses the difference between investment and speculation using gold as an example. We hope you find it as informative as we did.
Past Client Letters
- READ the September 26, 2011 letter
- READ the
May 18, 2010 letter
- READ the
October 31, 2008 letter
- READ the
September 17, 2008 letter
Archives
- For previous postings, please look through the ARCHIVES
Mutual Funds
Below are links to mutual funds that Newman Schimel may currently use in client portfolios.
www.longleafpartners.com
www.thirdavenuefunds.com
www.fairholmefunds.com
www.ivafunds.com
www.sequoiafund.com
www.fpafunds.com
www.pimco.com
www.loomissayles.com
Please Note: The above funds are subject to change
without notice, and may not longer reflect the current funds being used
by Newman Schimel.
Please remember that different types of investments involve varying degrees
of risk, and there can be no assurance that the future performance of any
specific investment or investment strategy (including those undertaken or
recommended by Newman Schimel ) will be profitable or equal any historical
performance level(s). Moreover, no client or prospective client should assume
that any such list serves as the receipt of, or a substitute for, personalized
advice from Newman Schimel.
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