Featured Insights
Ethical Investing: Fixing problems with ESG and SRI
ESG investing has been making waves as more investors want to align their investing and values. However, it’s important to remember that morality and values
Testing GPT-4 on a common financial advice question
Now that GPT-4 is available on ChatGPT Plus, we’re continuing tests to see how well it can provide financial advice. Our previous study evaluated GPT-3
Investing in bonds during a recession
Recessions are when business activity slows down for a prolonged period of time. They are typically marked by two consecutive quarters of GDP decline. During
How to invest in AI stocks in 2023
With artificial intelligence rapidly transforming various industries and our daily lives, it’s no wonder investors are eager to capitalize on the potential of AI technology.
Why short sellers are an investor’s best friend
It’s common to hate short sellers… Short selling is a common technique where a speculator borrows shares of a company and sells them, hoping to
A smarter way to invest in Bed Bath & Beyond’s recovery (BBBY)
Bed Bath & Beyond (BBBY) is a houseware retailer with a strong brand that has recently fallen on hard times. For many consumers, it’s almost
Current Events
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
Bed Bath & Beyond files for bankruptcy. What’s next?
Bed Bath & Beyond, a quintessential retail chain and recent meme stock, has filed for bankruptcy as of Sunday afternoon. The company’s struggles signal drastic
Investor Education
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
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
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
