Articles
Market Commentary: 2023 Q4
Over the past year, the 7 biggest US companies (all technology-related) have performed stunningly compared to the rest of the market. We identify 2 reasons
Navigating the Fourth Turning: 10 Investing Tips for Uncertainty
As the fourth turning is upon us, many investors find themselves asking: how can we prepare for this season of crisis and upheaval? The answer
Investing Implications of the Fourth Turning
History tends to move in cyclical patterns, akin to seasons. The Fourth Turning, as presented in the work of William Strauss and Neil Howe, paints
Robo-advisor alternatives: Why human financial advisors outperform
Investing in the stock market is both an art and a science. Choosing investments involves making critical decisions that can significantly impact your financial future.
Passive vs. Active Investing: The winner in 2023
As we enter the 2nd half of 2023, the longstanding debate between active and passive investing takes an interesting turn. Recent data suggests that active
Securities Based Lending: How to be your own bank
Dealing with banks for a mortgage or line of credit can be a pain in the neck. But savvy investors can avoid them with Securities
Choose a Fiduciary Financial Advisor
It’s harder and harder to find someone to trust in finance, but someone who always has your back is know as a fiduciary. Not all
How to get better financial advice from ChatGPT
In a series of articles, we’ve been exploring the potential of artificial intelligence, specifically ChatGPT, to deliver sound financial advice. So far, the subject has
Investing with high interest rates
Over the past decade, we have grown accustomed to a rare financial environment: low inflation and interest rates close to zero. These conditions benefit high-growth
El Niño and the Stock Market: Navigating the Storm
As active investment advisors, we’re always scanning the horizon for the next significant economic shift. But what if that shift is not just figurative, but
Testing Google Bard with financial advice
Now that Google Bard is available for use, we’ve begun testing to see how well it can provide financial advice. We’ve previously been testing AI
Securities Based Lending FAQ 2023
What is Securities Based Lending? Securities based lending (SBL) is a type of financing where borrowers use their investment portfolio as collateral to secure a