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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The South African Reserve Bank's Monetary Policy Committee kept its benchmark repurchase rate at 7% for a seventh consecutive meeting. Policymakers said the rand and improving inflation outlook could take a hit from ratings downgrades and politics. Bloomberg (26 May.)
Four leaders -- British Prime Minister Theresa May, French President Emmanuel Macron, Italian Premier Paolo Gentiloni and US President Donald Trump -- are making their debut at the Group of Seven summit amid significant change in national positions. G-7 leaders were once in broad agreement, but they are expected this year to seek common ground and to strive for trust among themselves as they discuss issues related to the economy, trade, climate change and security. CNBC (25 May.)
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