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…
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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…
When Performance Leads Assets
When performance causes outsized flows into and out of funds.
Terrible Business Plans, Wonderful Businesses
Business plans that sound ridiculous until you realize how well they worked in real life.
World War II: The Economic Anomaly
How World War II changed the economic landscape.
Would the Market Care if the President Was Impeached?
A historical look back at how the stock market has reacted to past presidential turmoil.
Finance Topics That Make Your Head Hurt
Why reinvestment risk is so difficult to deal with when bond prices move considerably.
Why Do Rich People Give So Much Money to Ivy League Schools?
Do the biggest college endowments have too much money?
The 2019 S&P 500 Sector Quilt
Some stock market lessons from the performance of the S&P 500 sectors.
The Cost of Selling Your Home
What are the frictions involved in the home selling process?
