Blog

It was another great day at the CFA Annual Conference here in Montreal. One of the highlights was listening to Amy Myers Jaffe, a lecturer at UC Davis and leading energy consultant, present the Trends in Global Energy Markets. …

Bon jour! Greetings from Montreal, where Jason and I are attending the 69th CFA Annual Conference, the gathering of investment analysts around the globe. #CFAInvest …

Volatility and Trouble in China…

Last week we learned that the late pop icon Prince may have died without a will. This means that settling his estate could get very messy and it almost certainly means paying a lot of estate taxes.…

Last week, the Department of Labor released its long-anticipated final rule that will extend the fiduciary duty to all financial advisers that provide investment advice on retirement plans and Individual Retirement Accounts (IRA's). …

This week began with a reveal of the largest information leak in history. Documents and emails from Mossack Fonseca, a Panamanian law firm, were uncovered and for the past year hundreds of journalists worldwide discreetly analyzed their contents. …

Every day I get suspicious emails entreating me to click on hyperlinks to learn about the latest Caribbean vacation sites, or to settle a bill from a vendor in the UK, or other unsavory reasons.…

We are one of the sponsors for Celebration InnovationT Week at DMACC.…

We've all heard the poll results that the fear of public speaking often outranks many common fears, including the fear of death. But what if I told you that many people have a fear of financial advisors? …

When the stock market falls, how do you feel: anxious, nervous, worried?…