How does technology destroy wealth? Multiple ways, but first let me remind you, how investing works.
2023 Q3 Quarterly Market & Portfolio Report
You Know More about Investing than You Think You Do
Why the Growth of ETFs Does Not Spell the End of Price Efficiency
We believe that concerns of decreasing price efficiency due to the growth of ETF investing are overstated. The ratio of trading volume to net flows has remained markedly greater than one, at 78 on average over the period and reaching a peak of about 172 in 2011. In other words, for every $1 flowing into ETFs there has averaged $78 in trading.
Do Downturns Lead to Down Years?
Stock Gains Can Add Up after Big Declines
2023 Q2 Quarterly Market & Portfolio Report
History Book: Market Returns through a Century of Recessions
Does Higher Inflation Hurt Stock Market Performance?
The Wacky World of Post Pandemic Customer Service (You need an advocate!)
In today’s Post Pandemic world of frequent mergers and acquisitions, poorly staffed customer service centers, (including unsupervised home-based), poorly trained customer service reps and “service” by AI run online chats/bots - it’s never been more important to have an advisor to help you through the fray!
The Bumpy Road to the Market’s Long-Term Average
From Skynet to ChatGPT: AI and Its Investment Implications
The common thread among these examples is that each represents a tool that processes and organizes data to identify patterns and summarize information or make suggestions. This type of interaction with AI has grown to permeate our everyday lives. Have you noticed your phone offer an unsolicited ETA for your commute when you get in your car? Does your text app suggest grammar revisions based on the context of your overall message? Congrats—you’re an AI user, even if you’ve never opened a ChatGPT session.