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Investment

An investment is an asset or item acquired with the goal of generating income or appreciation. Appreciation refers to an increase in the value of an asset.

Book Review: The Tax-Smart Donor: Optimize Your Lifetime Giving Plan

The Tax-Smart Donor: Optimize Your Lifetime Giving Plan. 2025. Phil DeMuth. Alpha Dog Press Charitable giving is a way of…

Ronald L. Moy, CFA Ronald L. Moy, CFA

Coaching Investors Beyond Risk Profiling: Overcoming Emotional Biases

Risk profiling is supposed to match an investor’s portfolio with both their ability and willingness to take risk. But “willingness”…

Cochrane and Coleman: The Fiscal Theory of the Price Level and Inflation Episodes

“The current inflation episode is just the kind of event that the fiscal theory of the price level can easily…

Olivier Fines, CFA Olivier Fines, CFA
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