Resources
Blog & Tools
Our blog is where you can read about our take on matters regarding investment management and ancillary topics. Whether it’s from the industry or emerging trends, you can read about it here. We’ve also included various financial calculators and tools you may find useful.
Inflation perspectives: Factors to consider and how society ‘invents’ out of it
I would be remiss if I didn’t start this year’s blog, which centers on inflation, without acknowledging the questions we were considering at the beginning of 2023. Referring to the January 2023 post titled ‘2023: In like a lion, out like a lamb?’: “Questions to determine this year’s fate are: Is the engineered slowdown successful?
2023: In like a lion, out like a lamb?
You name it. 2022 was the worst year for [Insert favorite Asset class] since [Insert historic year], and you’re probably correct. One that’s commonly quoted is that it was the worst year for the 60% Stock / 40% Bond portfolio since 1936. We can agree that 2022 was a painful year for most asset classes. Inflation
Into the New Year – 2022
2021 was a banner year for the major U.S. indices. S&P 500 up 27%, Nasdaq up 21%, and the Dow Jones index up 19%. Large (by market capitalization) tech stocks led the way. F.A.N.G. names (Facebook, Apple, Netflix, Google) as well as Microsoft, Nvidia, and Tesla, most of which are trillion-dollar companies, helped the S&P
Evaluating Company Management
Most investors realize that it’s important for a company to have a good management team. The problem is that evaluating management is difficult. So many aspects of the job are intangible. It’s clear that investors can’t always be sure of a company by only poring over financial statements. Fallouts such as Enron, Worldcom, and Imclone have demonstrated the importance of
Environmental, Social, Governance Investing & Rating
Environmental, Social, and Governance (ESG) factors are rapidly rising in investor cognizance worldwide. But it isn’t just conscientious backers and philanthropists filtering for ESG. When it comes to business; sustainability, equality, and a clean environmental record are essential facets of financial performance—and savvy investors are starting to embrace these determinants. ESG factors are used in
Robo Advisors
Conventional financial advice since the dawn of mankind has always come from a real, live human being. Yet with technology changing the way we go about life in almost every way possible, robo-advisors — computer programs designed to invest your money — are a popular reality for investing and retirement savings. Robo-investing services are growing fast, their
