The Life and Legacy of Bobby Jean Bernhardt
Born October 1929
Fundamental of the Week: #26 - KEEP IT FUN. While our passion for excellence is real, remember that the world has bigger problems than the daily challenges that make up our work. Stuff happens. Keep perspective. Don't take things personally or take yourself too seriously. Laugh every day.
Though graduation season is now in the rearview mirror, you may still be struggling to find the perfect gift for that special college grad on your list: child or grandchild, nephew or niece, or just a very special family friend.
Fundamental of the Week: #25 - GIVE BACK. PAY IT FORWARD. Regularly seek opportunities to assist those in need. Express genuine gratitude for the help received by paying it forward and helping others. Be a servant and put the needs of others ahead of your own.
Fundamental of the Week: #24 - BE A TEAM PLAYER. Don't let ego or personal agenda get in the way of doing what's best for the team. Be there for each other and be willing to step into another role or help a co-worker when that's what's required for success. We win and lose as a team.
As President Trump’s tariffs on foreign imports continue to attract strong reactions and retaliation from China, the European Union, and other U.S. trading partners, the stock markets have displayed some reactions of their own.
Fundamental of the Week: #23 - TAKE PRIDE IN OUR APPEARANCE. Your personal appearance makes a strong statement about the pride you take in your performance. Dress neatly and professionally. The appearance of our office makes a similar statement about the quality of our work.
On Thursday, June 21, the U.S. Fifth Circuit Court of Appeals, based in New Orleans, confirmed a March decision to strike down the U.S. Department of Labor (DOL) fiduciary rule for persons providing investment advice for retirement accounts.
Fundamental of the week: #22 - LOOK AHEAD AND ANTICIPATE. Solve problems before they happen by anticipating future issues, planning for contingencies, and addressing them in advance. Work with appropriate lead times. Preventing issues is always better than fixing them.
Every value investor remembers the quote from Bernard Baruch, when asked for the secret of his stock market success: “Buy your straw hats in the winter time.” Baruch isn’t alone; a host of savvy investors, including people like Warren Buffett, are devoted believers in the principle of buying undervalued companies and holding them for the long Tags: