Deciphering Investment Strategies: Unveiling the Dynamics of Passive and Active Investing
In the world of finance, investors must decide how involved they will be with their investments or how involved they…
Bounds Bounce Back
As a decade of low interest rates came to a rapid end, bonds did not act like themselves in 2022,…
Survive and Advance
March is my favorite time of year. I like the way the transition in the sports world in March…
Behavioral Finance: How Our Subconscious Beliefs Impact Our Real-World Dollars
Have you ever found yourself struggling to stick to a budget, despite your best efforts? When an investment you picked…
Building Back Better: New Administration Bets Big on the Economy
President Joe Biden formally announced his COVID-19 stimulus plan on January 14, 2021, and on March 11, 2021, it was…
ESG and SRI Investing: 2020’s Silver Lining?
As the dust settles on a year that was like no other, we can now look back at 2020 and…
2021 Post Election Outlook: Cautious Optimism
With the uncertainty of an election year nearly behind us, and COVID-19 vaccines heading for production, the stock market has…
With Election Season Heating Up, How Much Volatility Should We Prepare For?
As we head into October, with a contentious election less than five weeks away, it’s easy to see why investors…
Trends Point to Rise of ESG Investing
Although the U.S. was not yet on lockdown as result of Covid-19, the stock markets began to sell off in…
Is the Market Recovery Rooted in Reality?
Hollywood screenwriter William Goldman famously said that “nobody knows anything” when it comes to what works in Hollywood. Despite decades of experience,…
Spotlight on Women: In Business and Beyond
Gender inequality in the financial industry, on both the professional and personal side, is not just a social or legal…
Machines of Loving Grace
I like to think (it has to be!) of a cybernetic ecology where we are free of our labors and…
Future Shock
Metropolis 1927 We like to think we take things at face value. But it seems that our emotions are not…
The Survival of the Modern Portfolio
By the time he was 25 years old, Henri Vaillancourt of Greenville, New Hampshire had been on four canoe trips.…
When Information Is Cheap, Attention Becomes Expensive
In the introduction to his 2016 book “The Attention Merchants,” Tim Wu writes: As William James observed, we must reflect…