I wrote this article in May. Every time it was destined to be published in the pages of Institutional Investor, it got bumped by another, more timely one I had written. Finally, when a space opened

“This is a very bad, incoherent piece.” I received this feedback from a reader concerning my recent article . I don’t expect everyone to agree with me, and I welcome negative feedback because

Dear reader, if you are overcome with fear of missing out on the next stock market move; if you feel like you have to own stocks no matter the cost; if you tell yourself, “Stocks are expensive, but I am a long-term investor”; then consider this article a public service announcement written just for you.

All financial professionals understand that maintaining trust among their clients, even when market conditions challenge their portfolio bottom line, is the key to maintaining and building AUM

A few weeks ago I explained why my firm is investing in pharmaceuticals stocks, despite the sector being a favorite punching bag of politicians. I noted that we have recently added to our

I don’t do writing assignments. I don’t like deadlines. I am not a writer; I am an investor who thinks through writing. So when I was asked to write on the future of investing, my instinct was to politely decline.

Fall is one of the most beautiful seasons for travel. Whether going solo, with a loved one, or with the grandchildren, knowing the best spots to witness the glory of the turning

Retail stocks have been annihilated recently, despite the economy eking out growth. The fundamentals of the retail business look horrible: Sales are stagnating and profitability is getting worse

“I don’t know.” These three words don’t inspire a lot of confidence in the messenger and probably will not get me invited onto CNBC, but that is exactly what I think about the topic I am about to discuss.

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