by Erin Despot McMenemon, CFA® | Feb 2, 2026 | Blog
Ever heard of legendary bond investor Howard Marks? Most people haven’t. Bond investing tends to fly under the radar—it’s important, but rarely the headline act. Well, he’s the guy who runs Oaktree Capital, and when he talks about market bubbles, you listen....
by Erin Despot McMenemon, CFA® | Nov 12, 2025 | Blog
When real estate investor Jerry Buss bought the Los Angeles Lakers in 1979, it wasn’t just about sports. He may not have known it then, but he was betting on entertainment, culture, and really — TIME. Over the next four decades, the Buss family transformed the Lakers...
by Erin Despot McMenemon, CFA® | Jun 16, 2025 | Blog
After years of helping families grow, protect, and eventually pass down their wealth, here’s a secret that won’t show up on any balance sheet or net worth summary: the families who do it best? They talk. Not just about dollars and portfolios, but about values, goals,...
by Erin Despot McMenemon, CFA® | Oct 7, 2024 | Blog
The unknown story of the guy that could have been “Buffett” famous! When it comes to long-term investing, many people think the goal is to maximize returns as quickly as possible. But as investors like Warren Buffett and Charlie Munger demonstrate, it’s more...
by Erin Despot McMenemon, CFA® | Jul 1, 2024 | Blog
Don’t Assume That Cash is King for Long-Term Investing The image below highlights a critical concept: the opportunity cost of holding cash instead of investing in the stock market long-term. The picture shows the dramatic impact of missing the best consecutive rally...
