Articles

At Rolling Hills Advisors, we require all our clients to maintain a personal balance sheet—an organized summary of the assets they own and the liabilities they owe. While this is a standard requirement for publicly traded companies, many individuals have never taken the time to put it on paper. We believe this simple but essential […]

We all know the old saying ‘when it rains, it pours,’ but for many of us the saying ‘it is always sunnier after the rain’ feels more accurate. More often than not, bad times give way to good times and our past struggles become the roadblocks for future happiness. We shouldn’t be faulted for this […]

If the second quarter of 2025 proved anything, it was Graham’s wisdom in action. While media noise and policy surprises stirred investor anxiety, the market ultimately weighed earnings, economic resilience, and forward momentum—and found substance worth rallying around.

If there was ever a month that showcased the wisdom of the Oracle of Omaha, May 2025 delivered. Despite a barrage of negative headlines—ranging from tariff disputes and inflation data to consumer spending slowdowns and bond volatility—investors who stayed the course were handsomely rewarded. Buffett’s remark, often seen as clever market banter, became a case study in real time.

The financial advisory business has changed dramatically over the last 30 years. Early on, a financial advisor was, for the most part, a converted stock or insurance broker looking to move away from a transaction-based business model. The rise of mutual funds and managed portfolios made this transition easier, but at its core, the job […]

In today’s digital world, we rely on the internet’s convenience to solve problems we didn’t even know we had. On a cold and wet night in February, Amazon and Google seem to instinctively know that you need a new parka to get through six more weeks of winter (thanks, Punxsutawney Phil). What feels like coincidence […]

The saying “what is mine, is yours” is a lovely and generous gesture, but might be far from the truth. In forty-one states, “what is mine, is mine” and “your debt, is yours” is a more accurate statement. The remaining nine states (Arizona, California, Idaho, Louisiana, Nevada, New Mexico, Texas, Washington, and Wisconsin), treat the […]

Market Performance for Q1 2025 S&P 500-4.3% NASDAQ-10.5% DOW 30-1.3% After a historic run over the past two years, U.S. equity markets hit more than a few speed bumps to kick off 2025. Concerns over tariffs, economic growth, and a significant spike in global uncertainty weighed heavily on investors. The S&P 500 and Nasdaq Composite […]

Market Performance for the Month of April S&P 500-0.67% NASDAQ0.88% DOW 30-3.08% All economic numbers and information discussed in this article are provided by our research partners Bespoke and YCharts. If there’s one word to describe the stock market over the past few months, it’s volatile. Within this year, we have experienced a 15% market […]

As we close out April, it’s hard for me to reflect on the past month without thinking about family traditions. Every year, April kicks off with the Masters golf tournament in Augusta, Georgia, which to me, a poor golfer with no affinity for the Golf Channel, has always stood as the pinnacle of tradition in […]

The city of Los Angeles, along with the county that shares its name, spans 4,060 square miles and is home to more than 9.6 million people, over 1,500 schools, and no racial majority. Los Angeles County’s population is larger than that of 40 U.S. states. To say that Los Angeles is vast and diverse barely […]