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Will’s Summer Reading Review

Will’s Summer Reading: Damn Right! Behind the Scenes with Charlie Munger a biography by Janet Lowe Kreighton first read this book early in the summer and then kindly passed it one to me.  He does that often! Charlie Munger is…

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Update on KilterHowling

Update on KH Since we last published our newsletter, a lot has gone on at KilterHowling!  We have been busy, and we are excited to be back to providing this newsletter a few times a year. A few accomplishments during…

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Brexit

What a wild  ride on Thursday. It was an unexpected outcome for most political pundits and investment experts. Not until the afternoon that day did tallied results begin to swing in the favor of leave. No many could envision the nerve it would take to…

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Western Resource Advocates

I’ve had the privilege to be asked to join the board of Western Resource Advocates (WRA).  Last week I attended my first board meeting with WRA in Santa Fe and really got the inside look. WRA was founded in 1989 and is dedicated…

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Robo Advisory Ruminations

Is anyone else tired of hearing about robo advisors, yet? We think this is a pretty interesting development, actually. Schwab rolled out a robo platform earlier this year, and we readily hopped on and set up our firm’s portfolios. We…

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