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Stay updated with insights, tips, and trends in finance and business strategy.
Curated by our experts to keep you informed and ahead.
Scott D Horsburgh, CFA® | Nov 01, 2025

Why are investors obsessed with interest rates?

When I began my career with NBD Bancorp, my colleagues would gather around the Quotron machine every afternoon to get the reading on the CRB (Commodit...
Miles Putnam, CFA® | Nov 01, 2025

November Investment Comments

The U.S. government shut down for the first time in seven years on October 1st. Politicians hope voters will blame the other party. Voters may barely ...
James M. Skubik, CFA® | Oct 01, 2025

October Investment Comments

Markets have staged a strong recovery from the April lows, with the S&P 500 up more than 30% and hovering around all-time highs. Though there has been...
Dan Boyle, CFA® | Oct 01, 2025

Artificial Intelligence Update: Skynet Fears, but Much More of the Same

I authored our Viewpoint column in September 2023 and discussed the history of Artificial Intelligence. A client recently told me he enjoyed the colum...
N/A | Sep 02, 2025

Bragging Rights and Red Flags

A friend recently sent me a video from Instagram promoting an “AI-powered day trading bot.” The pitch was clean, fast, and convincing. Fund a brok...
Miles Putnam, CFA® | Sep 02, 2025

September Investment Comments

The S&P 500 reached an intraday high of 6,457 on July 28th, nearly triple its lowest point of 2020. The NASDAQ continued setting new highs into August...

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