With his patience and preparation, Odysseus would have made a great investor.
PE results can neither be benchmarked reliably nor delivered consistently.
One
of the most effective advocacy tools is to write comment letters on regulatory
proposals and then leverage those letters for blogs, conversations with
regulators, Hill staffers, and the media.
Comment
letters can shape the public debate… READ MORE ›
CFA Institute has published its most recent statement on its position concerning on environmental, social and governance (ESG) integration in the investment process. The previous statement was published in 2019 as CFA Institute continued to integrate… READ MORE ›
What happened to the negative correlation between the price of gold and the US dollar?
Is there a performance penalty for ESG investing? Is it logical to lump E, S, and G together?
The pandemic has made meetings more personal, technology more integral, and advice more holistic.
Investors should be agnostic to absolute fees, and instead rank investment options on their value added net of costs.
The explanatory power of the financial information reported to investors for market valuation has plummeted in recent decades.
Now is a good time to revisit the logic of dollar-cost averaging (DCA) in investing.