Highlights

October 25, 2024

Investment Management - Third Quarter 2024

Unless you live in Kansas City, the only topic discussed more this year than Taylor Swift is artificial intelligence (AI). Meanwhile, investors have focused considerable attention on the Federal Reserve (the Fed), after the central bank acknowledged inflation was trending lower and pivoted policy guidance last December.

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November 12, 2024

Investing in an Election Year

Historically speaking, election years tend to be positive in terms of stock market performance. And this election year is holding true to historical patterns, so far. But this may be entirely coincidental and not reflective of any real or direct impact that elections have on stock prices.

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December 9, 2024

The Creator Economy

When you think of an entrepreneur in America today, who do you think of? Bill Gates co-founding Microsoft, the largest and most successful software company in America, or maybe Oprah Winfrey, who had the highest rated talk show in America for almost 25 years?

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News & Insights

November 12, 2024

The Risk of Concentrating Too Much

When the topic of concentration risk comes up in portfolio management, normally folks think about the possibility of holding a large individual stock position in their account.

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December 18, 2024

On Becoming a Data Analyst

If you know anything about me, you know that I need two things to feel comfortable in most situations:  data and context.  Data provides the necessary information to understand circumstances, see patterns, and solve problems.

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