Articles - Page 3
- Market Commentary / Firm News
Rethinking Cash
|Read MoreI’m proud to say that I have been involved in equity analysis and portfolio management for more than 20 years. As you’d imagine, I watch...
- Market Commentary / Firm News
Artificial Intelligence and Investment Portfolios
|Read MoreI’m not sure if you’ve heard about all the unidentified balloons floating over the U.S. listening to everything we say, but it really has Alexa...
- Market Commentary
Time, Tides and Taking Stock
|Read MoreTime and tide wait for no man (or person in more modern parlance). I learned the proverb at a young age from a first-generation Irish...
- Non-Profit Management / Wealth Management
Year-End Giving with a Mission
|Read MoreAmericans are generous. Considering both contributions of financial resources and volunteering of time, we are among, if not the most, generous nation in the world.1...
- Market Commentary
Cryptocurrencies: Tell me Why?!
|Read MoreIt’s easy to bash cryptocurrencies these days – crypto assets have lost roughly 70% of their value since peaking in November 2021 and the year...
- Market Commentary
Bye Bye TINA, Hello PATTY
|Read MoreThe last decade in bond markets has had one common theme: next to no yield. Investors and savers have been forced into non-fixed income asset...