What Does the Future Hold For CFA Charterholders?

A podcast listener asks: What do you think the future looks like for people with the CFA designation/skillset?  We’re hearing constantly that the investment management function is becoming commoditized. As a 30-year-old charterholder, it’s disheartening to not know where I fit in our industry.  I’m effectively being let go from the small RIA I work…

A Eulogy for the 60/40 Portfolio

The 60/40 portfolio passed away on October 16, 2019, from complications of low interest rates and a bad case of Fed manipulation. This is the 27th time 60/40 has died in the past decade but enemies market timing, day traders, and alternative investments are hopeful it will stick this time around. 60/40 was 91 years…

Re-Kindled: Malcolm Gladwell

On this edition of Re-Kindled, we re-read Malcolm Gladwell’s first two books, Tipping Point and Blink. We discuss: Why is there so much backlash against Gladwell The rise of pop psychology Why has Sesame Street been so popular for so long? What causes ideas to spread like wildfire? The big investor who had money with Bernie Madoff…