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US Tax Reform: Three Q1 Considerations for Investors

As US companies begin to report their first quarter results, investors will need to consider the ongoing effects of the 2017 US Tax Cut and Jobs Act, writes Sandra Peters, CPA, CFA.

Ethics in Practice: Compliant with Record Retention Standard? Case for Week of 23 April

Are you keeping up with your ethical exercise? Keep your ethical “muscles” in shape with these weekly ethics cases that involve a variety of situations and people.

Portfolio Concentration: How Much Is Optimal?

Diversification is sometimes described as “the only free lunch” in investing. But is it?

Weekend Reads: Life in 2030 and a Meal in Patagonia

Have you ever stopped to think about what life will be like in 2030?

Ethics in Practice: Conflict of Interest or Not? Case for Week of 16 April & Analysis

Sometimes ethical situations can arise through in unexpected places, such as in conversations over lunch about recommendations for an investment advisor. Get your ethical exercise as you read and assess this week’s case.

Can Quantamental Save Active Investing?

The goal of quantamental investing is not to replace human analysts with machines, but to leverage the strengths of each, says Alon Bochman, CFA.

A Map of Many Roads: Where do Cryptocurrencies Go from Here?

The global cryptocurrency landscape has been a map of many possible roads but not enough signposts.

Assessing Value in the Digital Economy

Analysts need new tools to evaluate new business models.

Promoting Financial Literacy: The ASFIP Example

Dustin S. Martin, CPA, CFA, discusses efforts by the Atlanta Society of Finance and Investment Professionals (ASFIP) to advance financial literacy.

Staying Ahead of the Curve in Global Investing

The 71st CFA Institute Annual Conference has been designed to equip financial professionals with the tools necessary to succeed in an increasingly competitive, diverse, global working environment.