Blog Posts
The Surprising Superbowl Tax Twist
The following post is written by our current intern, Calvin Nastyn. He is a student at the University of Hartford where he is studying finance. The issue that Calvin digs into is a wonderful (and comical) example of an odd implication associated with state taxation...
Stock Market Update
For the first time in close to two years, the stock market is spooking investors. The decline was swift, sudden and unexpected. It caught many people completely off guard. A lot of the headlines I read over the weekend, yesterday and this morning were written to...
Patience is an investment strategy
"The secret to investing, is to sit and watch pitch after pitch go by and wait for the one in your sweet spot. If people are yelling, 'swing, you bum!,' ignore them." Warren Buffet (Source) I remember, years ago, a client called and exclaimed: “This market is...
The Usefulness of Market Outlooks
“Who knows” was my answer when I was recently asked about my own outlook on the markets for 2018. Over the last few weeks, my inbox has been flooded by dozens if not a hundred market outlooks by prominent research firms, economists, and strategists. And they are all...
The Optimists View of 2017
So often the headlines are dominated by bad news. The headlines capture our attention. They scare us. They make us feel less safe. But the facts simply do not support this view. In reality, the world shows remarkable signs of progress. Here are three amazing...
Diversification Lessons Learned From Venezuela and Saudi Arabia
This winter we are excited to introduce you to our winter intern, Armani J. Nieves. Armani is a freshman at Bryant University and is majoring in finance. He first became interested in the world of finance in middle school when he started purchasing stocks. Armani...
The Art & Science of Investing: Bonds
In our previous post, we explored the high-level art versus science debate that is occurring in the finance community and how it impacts equity valuations. This post delves into some of the issues as they relate to bonds and fixed income. Although the bond markets...
The Art of Investing: Stocks
In our previous post, we explored the high-level art versus science debate that is occurring in the finance community. This post delves into some of the issues as they relate to equities. The Science Argument: Valuation. There is a camp of investment managers who...
The Art of Investing: Introduction
This post kicks off a series that delves into an important debate unfolding in the finance community – is there an art to investing or is there a science to investing? Often times, this leads to a lot of other debates such as the active versus passive investment...
My Take On “What I’ve learned after 14 years at the most ‘depressing’ job in America”
This article has been shared widely since it was published a few days ago. I appreciate the perspective the author shares as a journalist who’s covered personal finance topics for 14 years. He has had to share many sad truths with his readers about how the majority...
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