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Investor optimism beyond Dow 40,000
“In fact, the Dow’s records actually understate my optimism for the road ahead.”
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Investing Markets
Investor optimism beyond Dow 40,000
“In fact, the Dow’s records actually understate my optimism for the road ahead.”

Investing Markets
Bonds’ place in portfolios gets clearer
Questions may be my favorite part of client meetings.

Investing Markets
Weathering winter, enjoying green shoots
Our gentler winter parallels with our recent experience as investors and in the economy.

Investing
AI vs. dot-com: What investors should know
While Microsoft and Nvidia stand to benefit from the rise in AI, they won’t be alone.

Investing
The science of communicating balance
At the end of the day, we have to be good investment communicators.

Investing
The Science of Communicating Balance
In addition to coordinating a weekly podcast, I spend considerable time listening to podcasts while commuting between Kenosha and Milwaukee.