Isaac Presley, CFA, is Director of Investments for Cordant Wealth Partners, a wealth management firm focused on serving current and former Intel employees. He leads the firm’s investment committee and directs the company’s investment strategy and research. In addition, he leads firm’s blogging efforts on the Cordant Blog.
Overcoming the concerns about occupying a niche leads to several benefits for both an advisory firm and its clients. First and foremost, a specialized focus will make you, as an analyst, more knowledgeable about your clientele. Another major benefit is that you are a category unto yourself in the minds of your potential clients, writes Isaac Presley, CFA.
Former Intel CEO Andy Grove wasn't just a great businessman and leader. It turns out he was also a pretty smart investor. Isaac Presley, CFA, highlights several investing lessons from Grove's life and work.
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Treasury Secretary Steven Mnuchin has told a Senate Appropriations subcommittee that prompt action is needed to raise the debt limit. Debt is being held below a cap of almost $20 trillion by accountancy and cash-management methods, Mnuchin says, but this carries a real cost to taxpayers and creates investor unease. Bloomberg (26 Jul.)
Airbus said second-quarter profit fell 27% as it scaled back production of the A380 superjumbo airliner, which is getting a chilly reception from airlines. The company said it is also suffering from problems with engines it buys from Pratt & Whitney. Bloomberg (27 Jul.)
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