Practical analysis for investment professionals

Career Development and Soft Skills


Top 10 Posts from 2019: Damodaran, Marks, Shiller, and Buffett

The leading Enterprising Investor articles from 2019 feature insights from some of the top luminaries in all of finance.

Letters to Tony: What Is a Fair Fee for Financial Advice?

Too often advisers fail to explain investment topics in simple, no-nonsense language. This series seeks to address that.

Creativity in Investment Firms: Five Conditions to Improve It

What is creativity and how can investment teams cultivate it?

The Investment Case for Culture

How can we meet the dual challenge of investor preferences and investment outcomes?

How to Read Financial News Redux: The Complete Series

How should you approach financial news? Robert J. Martorana, CFA, shares his advice.

“Aim Higher”: Bonnie St. John’s Keys to Career Success

“Do you have a sponsor who's willing to bet on you?” Olympic medalist Bonnie St. John asks.

Suddenly Single: How to Plan with Female Clients

We all start out single and most women, whether they marry or not, will end up that way. Barbara Stewart, CFA, considers the implications.



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