Having recently passed the four-year anniversary of the Lehman Brothers collapse, it’s tempting to believe that our economy and capital markets have learned from their mistakes. After all, big banks are heavily scrutinized (see J.P. Morgan’s “London Whale” debacle), fancy … Read more
14 CommentsOctober 2012
The relationship that investors have with their investment advisers can be one of the most important determinants of success. We wanted someone to speak about what forms a healthy adviser/investor relationship, so we invited Kathy O’Connor, CFA, chairman of the … Read more
Leave a CommentHedge funds may sound mysterious, complicated, or secretive. Some of them undoubtedly are, but the world of 10,000 plus hedge funds is a diverse place, where many approaches are surprisingly simple, and you may already be following the same strategies. … Read more
Leave a CommentBill Gross’s recent monthly commentary for PIMCO paints a disturbing picture for investors; his vision ends with stocks being “singed” and bonds being “burnt to a crisp.” The premise of his article is that the United States needs to get … Read more
8 CommentsOne of the dirty little secrets of finance is that publicly traded corporations maintain two different sets of “books,” or accounting ledgers. Before you get all riled up and start calling various attorney generals’ offices, understand that it is perfectly … Read more
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