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Understanding the US Debt Ceiling

NEWS ALERT - U.S. Could Default as Soon as July if Debt-Ceiling Standoff Isn’t Resolved (The Wall Street Journal, February 15, 2023) What...

What You Need to Know About President Biden's Tax Proposals

May 12, 2021 President Biden's proposed tax-code changes are the most far-reaching in decades. Although much still needs to happen before...

What You Need to Know About Biden's Infrastructure Plan

April 15, 2021 Learn about our insights on Biden's recent Infrastructure Plan that may affect your investments.

Covid-19 Vaccine: the Light at the End of the Tunnel

2020 has been the year of setting records—mostly bad ones! A record number of sick people. Record post-World War II unemployment. Record...

Fracking: Proposed Ban and Investment Implications

The Question Elizabeth Warren has vowed to ban all hydraulic fracturing, or fracking, in the United States. Bernie Sanders also favors...

"Best ideas", R. Cohen, C. Polk, B. Silli, 2010
"How active is your fund manager? A new measure that predicts performance", M. Cremers, A. Petajisto, 2009
"The inefficient stock market", R. Haugen, 2002
"The triumph of the optimists", E. Dimson, P. Marsh, M. Staunton, 2002
"From efficient market theory to behavioral finance", R. Shiller, 2003