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 UK Financial Conduct Authority said it won't initiate formal action against companies that haven't fully complied with Europe's revised Markets in Financial Instruments Directive when it takes effect in January. But financial firms will be required to demonstrate they are making strides to achieve compliance, said Mark Steward, the FCA's executive director of enforcement and market oversight. Reuters (20 Sep.)
Inflation in Latvia, Estonia and Lithuania is rising at more than twice the average rate of other eurozone states, prompted by low interest rates and the European Central Bank's stimulus scheme. The rise is causing concern that the economies could overheat, and the ECB's expected announcement that it will start tapering stimulus will be welcomed in the Baltic region. Bloomberg (20 Sep.)
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