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News, Insight and Opinions

Mind Games: The Negativity Gap

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  • 4 minutes

Macroeconomic data shows a remarkably healthy US economy—but survey says the average American isn't feeling it. So why the disconnect?…

 A nerdy-looking man with coke-bottle glasses wails like a spoiled child, holding an empty coin purse

The Economy of Indulgence

  • 051223
  • 3 minutes

Drastic measures taken during the 2008 financial crisis were largely successful—but we’re still grappling with unforeseen repercussions. How did we get here? And how do we protect ourselves as investors?…

 A weathered merry-go-round pony with cracked paint gazes wildly up at a similarly-cracked dove, the rest of the carnival ride blurred behind a trippy, psychedelic haze.

A Day in the Life at the Fed

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  • 6 minutes

Inflation and recession might qualify as incendiary language when abused by ratings-hungry media bigmouths. Join us for a fictional day in the life at the Fed and find reason to push fear aside and take a colorful ride.…

 Photograph of Jimmy Stewart’s wax figure as George Bailey in It’s a Wonderful Life at Madame Tussaud’s in Hollywood.

Is It a Wonderful Life?

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  • 4 minutes

As investors, maintaining perspective can be tough when life hits us with a daily poop emoji. With a bit of consideration, these three topics can help turn our internal frown upside-down: Trust, relativity and tolerance—in brief.…

In the Case of Wealth v. Empathy

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  • 3 minutes

Recent studies point to a troubling conclusion: the size of our bank accounts can have a bearing on our ability to empathize. How is it that money can affect our compassion? A familiar adage suggests our attitude toward money is a force often underestimated.…

Was the Plan To Get Punched in the Mouth?

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  • 3 minutes

April's Consumer Price Index (CPI) 12-month projection of 8.3% is a step in the right direction, but we continue to see the highest rates in nearly 40 years. Is this just post-pandemic fallout, or are there other forces at work here?…

 Young woman lounges lazily in the sun, her eyes gazing through retro-trendy sunglasses past the ominous volcanic heat nearby.

I Like My Market Corrections Sunny Side Up. You?

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  • 3 minutes

Is an impending market correction the interstellar monster we might imagine it to be? It all depends on how you serve it. Order up!…

 Close-up of a woman staring purposefully at the camera, a colorful circle outlining the so-called

The Zen Investor's Bliss

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  • 3 minutes

Two paths diverged in a wood, and I, as an investor, logically took the one with the sign that read: "Toll-Free Road to Zen-Like Investing."…

Those D@#% Yankees

  • 070121
  • 3 minutes

The story of the 1941 New York Yankees provides a lesson on how to keep yourself in check when the stakes are high and the ship appears to be sinking. Part II of our series underscores the value of taming emotion when there's volatility about.…

Becoming Khan

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  • 3 minutes

It’s nothing new—the market runs on emotion. But how can we avoid doing the same? Spoiler alert: It IS all in your head.…

A Minor Setback

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