Long weekends are a good time to relax, reflect, and plan. Historically the end of Labor Day weekend also marked the time the 'head honchos' from Wall Street returned to the office with fresh ideas and some big portfolio adjustments to make. With everyone able to work remotely now, I'm
One of the things we strive for in our more-connected-than-ever world is, well, finding connections. We are all different in so many ways, but despite all of our differences there will always be things that we find similar that we can relate to people with. These connections allow us to
The confidence some prognosticators have in their outlook and advice they give on television never ceases to amaze me. Of course, they aren't held responsible by their clients and advisors for their advice. Regulators do not force them to document and disclose the performance of their advice. And most importantly,
Last week was a roller coaster that required nearly nightly updates to the Monday Morning Musings. This was mostly due to the angst and uncertainty over the Fed meeting. With the 2%+ move off the lows in the last hour on Friday, the S&P 500 eked out a
As a financial engineering firm, our focus is on data and how it relates to history. This makes it easier to avoid hyperbole and getting sucked into the latest overreactions in the media and financial markets. As investment managers it has been critical to our nearly 30 years of success
