
February 24, 2022
Do You Act or React?
Nobody is unhappier than the perpetual reactor. His center of emotional gravity is not rooted within himself, where it belongs, but in the world outside him. His temperature is...

December 22, 2021
A Year in Review: Adjusting the Sails
Trillions of dollars in monetary and fiscal stimulus have navigated its way through America’s plumbing, leaving some with green lawns and others with dirty dishes. As we collectively flirt...

December 14, 2021
A Dimensional View of the Market
This article will cover just that and more: What a dimension of return is What we mean by “tilting a portfolio” What strategies we use to access these dimensions...

November 17, 2021
The Da Vinci Quant
In this paper, Dr. Shafer discussed whether history itself was more art or science, to which he concluded it was neither – rather, history is simply history. The same...

November 9, 2021
Supply Chain
If you’re a music fan such as myself, you’re probably familiar with Fleetwood Mac and one of their greatest hits, Chain. The song was written by all five band...

October 19, 2021
Investing Beyond My Backyard
Of course the two largest stock exchanges – the New York Stock Exchange (NYSE) and the National Association of Securities Dealers Automated Quotations (NASDAQ) – both reside in New...

October 1, 2021
The Amelioration of Financial Planning:
Technology and the Millennial Generation Advisor Education and Development Investment Costs Planning Techniques Improved Regulation The Career – Industry or Profession? Technology: Decades ago, the technology that advisors had...

September 10, 2021
A Virtual Weekend in Jackson Hole
Since 1981, the Federal Reserve Bank of Kansas City has sponsored the Jackson Hole Economic Symposium – an annual convention gathering dozens of prominent central bankers, finance ministers, academics,...

August 13, 2021
Creative Destruction
The size and scale of this innovative wave makes sense when viewed through a historical lens, and this concept of innovative cycles was actually first introduced in 1942 when...