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