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Archive for April 2020

Takeaways From Warren Buffett’s Annual Shareholders Letter

By Ashley.wright@advisorsexcel.com | April 28, 2020

“When seeking directors, CEOs don’t look for pitbulls. It’s the cocker spaniel that gets taken home.”1 The above quote is one of the ideas Warren Buffett conveyed in his most…

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Contingency Plans Helpful to Weather the Unexpected

By Ashley.wright@advisorsexcel.com | April 21, 2020

Financial advisors often tell clients to keep an emergency fund of liquid assets, with enough to cover three to six months of living expenses. It makes you wonder why America’s…

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Breaking Down the Recent Jargon of the Market

By Ashley.wright@advisorsexcel.com | April 14, 2020

The Dow Jones Industrial Average (DJIA), the S&P 500 and the Nasdaq experienced quite a roller coaster ride in March. There are mixed opinions as to whether it was due…

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Affordable Housing Crisis Challenges

By Ashley.wright@advisorsexcel.com | April 7, 2020

There are several factors contributing to the current housing shortage in the U.S. For starters, low inventory of existing homes for sale has driven up the prices of available housing,…

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