We’ve Moved! 6121 Excelsior Blvd. St. Louis Park, MN 55416

Insights From Buffett’s Annual Shareholder Letter

In February, Berkshire Hathaway CEO and 86-year-old billionaire investor Warren Buffett, known as the “Oracle of Omaha,” published his annual shareholder letter. This yearly narrative is widely recognized not just for its predictive precision, but for his ability to share investment insights in terms the average person can understand.

This year’s letter offers the following insights:

Respond appropriately to your concerns

In the past, Buffett has stated, “Be fearful when others are greedy and greedy when others are fearful.” This year, he reminds investors that acting on your concerns is appropriate only in certain contexts. Widespread concern can present investment opportunities, but personal concern can cause you to miss them.

Increase profit margin

When gains are volatile, investors can still produce investment results by reducing expenses charged by some securities products and service providers.

Buy and monitor

While Buffett enjoys a traditional buy-and-hold reputation, his colleagues note that he does not hold indiscriminately — he constantly reviews and monitors to ensure value is sustained.

Crayon test

Buffett has historically been reluctant to invest heavily in the technology sector because he believes in investing in companies with products or services that can be described simply to a child. However, this year he has increased his company’s holdings in Apple. The billionaire himself doesn’t own an iPhone, but it’s likely he’s seen parents hand them over to small children to keep them entertained.

America will persevere

Buffett has unfailing belief in America’s growth prospects, based largely on the country’s relative success since its beginnings 240 years ago. While the current presidency and corresponding legislative, judicial and economic landscape may appear somewhat volatile and unpredictable, he believes the governmental and market systems put in place will sustain growth over time. Presidents and politicians come and go, yet the United States continues to persevere.


Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. It’s important to consider any investment within the context of your own goals, risk tolerance, investment timeline and the composition of your overall portfolio. This information is not intended to provide investment advice. Contact us at info@securedretirements.com or call us at (952) 460­-3260 to schedule a time to discuss your financial situation and the potential role of investments in your financial strategy.

Share This Article

Get the latest retirement news today!

Subscribe Now

  • This field is for validation purposes and should be left unchanged.

Pick your topic or keywords

Similar Posts

Getting to the Truth: How Strong is Social Security Anyway?

The number one news headline grab this month isn't the Kardashians or Donald Trump. Nor is it Spieth's distressing loss at the Open Championship by…

Continue Reading
Secured Retirement Radio: Probability Investing vs. Safety First

Blog post written by Dale Decker We all have different tolerances for risk. Some people prefer to go big and climb Mount Everest. Others are perfectly…

Continue Reading
Cary Grant’s Retirement Income Checklist

“You never miss the water until the well runs dry.” His Girl Friday (1940) – Walter Burns (Cary Grant) In the 1940’s movie His Girl…

Continue Reading

Danielle Christensen


Danielle is dedicated to serving clients to achieve their retirement goals. As a Paraplanner, Danielle helps the advisors with the administrative side of preparing and documenting meetings. She is a graduate of the College of St. Benedict, with a degree in Business Administration and began working with Secured Retirement in May of 2023.

Danielle is a lifelong Minnesotan and currently resides in Farmington with her boyfriend and their senior rescue pittie/American Bulldog mix, Tukka.  In her free time, Danielle enjoys attending concerts and traveling. She is also an avid fan of the Minnesota Wild and loves to be at as many games as possible during the season!