Articles

Articles from our Weekly Newsletters

Don't Fight the Trend

Given the Fed's hawkish monetary policy agenda and its effect on asset prices, I thought it might be helpful to share my thoughts on Fed-based trend analysis.

Common Scenarios for Transitioning a Private Foundation to a Donor Advised Fund

What are the most common scenarios that give rise to private foundations converting to DAFs (or making a thoughtful decision not to convert), while preserving the original donor’s intent and satisfying the administrative concerns of surviving family members?

When Advisors are Bad Listeners

I’m having a hard time training one of our newer advisors on how to be a good listener.

How a New Zealand Superfund “Beat the Market”

It came as a surprise when I found the annual report of the New Zealand SuperFund. While no one could fault it for sticking with passive investments, it chose a different path, with stunning results.

Morgan Stanley’s Shalett Says Analysts Are ‘Deer in Headlights’

Wall Street analysts are sticking with their bullish earnings forecasts for this quarter, and Morgan Stanley’s Lisa Shalett says they need a reality check.

Some Unsolicited Recession Survival Advice to Gen Z

Our economy is in a will-they-won’t-they relationship with the next big recession.

Mortgage Lenders Turn ‘Desperate’ as Soaring Rates Roil Industry

Business has started to evaporate across home-lending firms in recent weeks, after the Federal Reserve boosted borrowing costs to tame decades-high inflation.

Three Lessons About Cognitive Biases

Here are three lessons about the cognitive biases advisors need to be aware of as the trusted protectors of their clients’ financial futures.

The Blind Spots Endangering Your Data and Firm

Here are five steps to ensure your systems are operating on the best and cleanest data set possible.

Dealing with Student Loans, Rising Interest Rates, and Inflation

Many of my clients or their kids will face repaying student loans. And given the inflationary environment and related rising interest rates, some of them will need to make careful choices about prioritizing their payback plans.

Bill Gates-Led Fund Backs Startup With Cheaper Way to Move Hydrogen

If hydrogen is to become a clean fuel of the future, urgent technological solutions are needed to keep it in place and move it at will.

Uber, Lyft Drivers Switch to Teslas as High Gas Prices Squeeze Profit

Some Uber and Lyft drivers are finding that renting or buying a Tesla, the luxury electric car, is a more profitable option now amid soaring gas prices that have upended the economics of gig work.

A $2 Trillion Free-Fall Rattles Crypto to the Core

For a generation of alienated techies, crypto's all-for-one ethos was its biggest draw. Now panic is spreading across this universe — and that same ethos is posing what may be the biggest threat yet to its survival.

My State Flunked Financial Literacy. How About Yours?

My CFP peers must be tired of hearing me sing the praises of living in South Dakota. But one of them recently emailed some disturbing news. A recent national survey that ranked financial literacy placed South Dakota in 49th place.

Russia Slips Into Historic Default as Sanctions Muddy Next Steps

Russia defaulted on its external sovereign bonds for the first time in a century, the culmination of ever-tougher Western sanctions that shut down payment routes to overseas creditors.