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What a bracket can teach us about probability
By Steve Whittington on March 21, 20198Read moreIt’s that time of year again in college basketball, where hundreds of hours are dedicated to the filling out…
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Know What You Own and Why You Own It
By Brendan Wagner on March 7, 2019Read moreNo offense to Ned Davis, but Mike Tyson has the better investment quote and it will be relevant for…
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Understanding Value Means Looking Under the Hood
By Kent Shaw on February 21, 2019Read moreFor the past several years, many in the financial press have been stating, in one way or another, that…
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Forget About GDP, How Is Our HDI Doing?
By Tom Frisbie on February 7, 2019Read moreSo far in 2019, as it has been for decades, the daily fortunes of politicians and financial markets seem…
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A Neat and Tidy Legacy
By MONTAG on January 24, 2019Read moreHave you seen the new Netflix series starring Marie Kondo, author of the best-selling book, The Life Changing Magic…
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New Year’s Resolutions
By MONTAG on January 10, 2019Read moreWe all talk about it and think it’s a good idea and then we make the same New Year’s…
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‘Tis The Season: Seasonal Trends in the Market
By Steve Whittington on December 20, 2018Read moreAs we go through the holiday season, the end of the calendar year serves as a nice point of…
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The Hipster Investor
By Brendan Wagner on December 13, 2018Read moreAs a former San Franciscan during peak-Hipster years of 2003-2006, it struck me that the best way to describe…
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A Financial Physics Framework
By Christine Quillian on December 4, 2018Read moreBY CHRISTINE QUILLIAN, CFA, CFP® The market price at which something is bought or sold is everything in investing. ...
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SALE or NOT A SALE, That Is the Question
By Larry Mendel on November 29, 2018Read moreBy LARRY MENDEL — Vice President of Sales When is a discount really a discount? What is it that you...
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