Social Norms Shape Investment Behavior. What Can Advisors Do About It?
As clients navigate complex markets and increasing uncertainty, financial advisors are rethinking…
Europe Rearms: What Defense Spending Means for Markets
Europe is rearming at an unprecedented pace — and the investment implications…
Book Review: Quantitative Risk and Portfolio Management: Theory and Practice
Quantitative Risk and Portfolio Management: Theory and Practice. 2024. Kenneth J. Winston.…
How Tariffs and Geopolitics Are Shaping the 2025 Global Economic Outlook
As the second quarter of 2025 approaches, the global economy advances with…
Rebalancing’s Hidden Cost: How Predictable Trades Cost Pension Funds Billions
Rebalancing is a fundamental strategy for maintaining portfolio diversification, but it comes…
Big Funds, Small Gains: Rethinking the Endowment Playbook
Despite posting a 9.6% return in fiscal 2024, large US college and…
Financial Independence, Retire Early (FIRE) vs. Meaningful Retirement: Choose Wisely
As an investment professional, I know how easy it is to get…
Top 10 Posts from Q1: Valuation Models, Inflationary Shocks, Private Markets
This quarter’s top reads reveal what’s capturing the attention of investment professionals:…
Market Concentration and Lost Decades
The invention of market cap-weighted indices has been beneficial for the average…
Geopolitical Change: Investors Should Focus on the Long Term
In our interconnected world, geopolitical events — ranging from trade disputes and…
