Practical analysis for investment professionals

Career Development and Soft Skills


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.

Veterans and Finance: The Value Proposition

Won Palisoul talks to Jim Cemprola about what veterans can do for finance and what finance can do for veterans.

Robert G. Hagstrom, CFA, on Liberal Arts Investing

“I've been studying liberal arts investing for 20 years," Robert G. Hagstrom, CFA, says. "Liberal arts investing becomes popular when things get hard.”

Four Principles to Sustaining a Desired Culture

Once we define the culture we aspire to build, our challenge and responsibility is to cultivate it over time. That process is far from automatic and has no finish line.

How to Read Financial News Redux: Separate the Narrative from the Noise

Sometimes old narratives cast a long shadow and obscure more than they reveal.



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