News

We’re committed to providing the best service possible to our clients. Keeping you informed of industry trends in the investment world is an important aspect of fulfilling that commitment.

Megan McMurry earns Chartered Advisor in Philanthropy (CAP®) Designation

By | News | No Comments

We are proud to announce that Megan McMurry, Vice President-Trust and Client Services, recently completed a yearlong program to earn the Chartered Advisor in Philanthropy (CAP®) professional designation from the Richard D. Irwin Graduate School of The American College. The program was organized locally by the Omaha Community Foundation (OCF) and was led by OCF board member, Mark Weber, a…

Read More
Image of bar graph and dear shareholder salutation

Berkshire Hathaway 2017 Shareholder Letter – Highlights, Notes, and Comments

By | News, Uncategorized | No Comments

2017 was a very good year for Berkshire. Book value grew $65.3 billion, or 23%, and BRK’s stock price increased 21.62%, essentially in line with the 21.88% total return for the S&P 500. BRK’s gain in book value was significantly enhanced by the cut in the corporate tax rate enacted in December of 2017, which resulted in a gain of…

Read More
Financial data analysis graph showing search findings.

Key Investment Themes for 2018

By | News | No Comments

For a number of months, we have been advising clients to “expect more volatility.” 2017 was one of the least volatile years for the stock market in history, as equity prices worked gradually higher throughout the course of the year. But the placid environment that characterized 2017 has given way to a markedly different capital markets climate in 2018. So,…

Read More
Close-up of front side of gold Bitcoin

Is Bitcoin The Next Tulip-Craze?

By | News | No Comments

Unless you’ve been able to avoid the Internet, 24-hour news channels and social media in recent months, you’ve undoubtedly heard of the phenomena that is Bitcoin. Although Bitcoin has only been in existence since 2009, when it was created by a mystery figure named Satoshi Nakamoto, it did not attract real attention until last year when the digital currency value…

Read More