Practical analysis for investment professionals

Tom Brakke, CFA

3 Posts


Tom Brakke, CFA, helps investment firms and the buyers of their services to improve decision processes and effectively communicate their ideas internally and externally. At times during his career, Tom has been an analyst, portfolio manager, director of research, creator of investment products, professor, and consultant (including for the Global Research Analyst Settlement). Brakker writes extensively about the business on his blog about the research puzzle and his newsletter, The Prudent Fiduciary Digest.

Author's Posts
Cash As Trash, Cash As King, and Cash As a Weapon

Individual investors should not be afraid to hold cash, even when it’s earning little, if it’s available to them when needed most. Investment professionals should get away from misguided notions about how much cash is too much cash in a portfolio.

What Kind of Adviser Do You Have?

Tom Brakke, CFA, discusses why understanding the nature of the person giving you advice is very important, no matter what type of investor you are.

New Mantra for Investors: “Show Me How”

“Show me how” should be the mantra of all investors. For decisions big and small, examining the assumptions behind the predictions can tell you a great deal about the potential risks and rewards of an investment.

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