In our recent quarterly reports to clients, we included a new graph entitled “Capital Flows.” Each is unique to an individual client, and often tells a very powerful story by illustrating the benefits of long-term investing. Below are a few sample graphs from...
The financial and economic world has changed. The US economy and the financial markets are now in a new paradigm where fiscal policies (money creation and government spending), rather than monetary policies (managing the level of interest rates) affect and drive...
How do you get an investment edge? Is it having the smartest analysts on board who can tear through quarterly SEC financial filings to discover hidden gems of information overlooked by everyone else in the world? No. Is it having high-speed data lines that allow us to...
There is no denying that women are different—but in a GOOD way! And what makes us different makes us amazing at some things you wouldn’t even expect (hint…it’s INVESTING). Women have come a long way in terms of education and participation in the workforce, but still...
