Essential Lessons in Investing • 2023 Berkshire Hathaway Annual Meeting • Change your mindset, change the game

Monthly AIRE Perspectives – June 2023

Money trees

Dear Friends and Valued Clients,

Please see below for The MAP – Monthly AIRE Perspectives for this month.  We have more content than usual this month, but this may be our most important and informative MAP yet, so please be sure to read this month’s content!


Our most important video: The most essential lessons in investing.

Many of you have already seen this presentation, but we wanted to share this with you again, as it is worthwhile to view more than once. Furthermore, if you have friends or family who want an education on some of the most important lessons in investing, please share this with them. Our presentation on “The Most Essential Lessons in Investing” is one that we strongly feel every investor should see. You can click on the following link to catch this presentation on our YouTube channel: Watch it now!


The 2023 Berkshire Hathaway Annual Meeting: Wisdom from Warren Buffet and Charlie Munger

After a suggestion from a dear client for the past few years, I finally decided to catch the Berkshire Hathaway Annual Shareholder Meeting this year in Omaha, Nebraska.  This is not a recommendation on the stock, but a suggestion to consider catching next year’s event, nicknamed “Woodstock for Capitalists.”  This is a truly remarkable event, with people traveling to Omaha from all over the world to have a chance at hearing the wisdom and views of Warren Buffett and Charlie Munger.

After returning from  the trip, I was asked by several people about lessons learned, or any “gems” I took away.  Two, in particular, come to mind: first, a quote from Warren on life advice: “Write  your own obituary and live up to it.”  I thought that was beautifully stated.  Second, and a takeaway we plant to implement even more so in our conversations with clients: “Parents should make sure to go over their will with their adult kids.”

Finally, I thought it would be worth sharing a great video of Warren Buffett’s thoughts on investing in commodities from prior conferences. Watch it now!

Of course, I had to bring back some souvenirs for the family:


Not about wealth management, but another must-see video!

Although this is outside the realm of finance and investing, this is such an important and powerful video on the science of mindset that we felt compelled to share it.  We hope you will take the time to watch this , and if you have grown children, to share it with them. Watch it now!


Once again, we would like to thank you for your trust and loyalty, and look forward to speaking with you in the upcoming month.


The commentary and opinions expressed in our articles on this page reflects the personal opinions, viewpoints and analyses of the AIRE Advisors, LLC employees writing the article. The articles on our website should not be regarded as a description of advisory services provided by our firm or performance returns of any AIRE Advisors, LLC’s clients. Any past performance discussed in these articles is no guarantee of future results. The views reflected in the articles are general in nature and made to provide education about the financial industry. These views and opinions are subject to change without notice. Any mention of a particular security, sector, and related performance data is not a recommendation to buy or sell that security or in that sector. Our firm manages client accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the articles. To determine what kind of investments may be appropriate for you, please consult your financial advisor prior to investing. Also, please note that all investing involves risk and the possible loss of principal capital.

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