Where Are Fees and Expenses Not Costs?

In the Often-Alternative World of Alternative Investing We “properly” don’t consider “performance-based compensation” to be a…

Power of Attorney: What Every Financial Adviser Should Know

The most important financial document your clients can sign is a power of attorney (POA). The…

How to See the Hidden Risks of ETFs

Exchange-traded funds (ETFs) attracted more flows than “any structure ever” in 2017, according to Bloomberg’s Eric…

Timing the Market: Momentum and Beyond

For many investing is all about predicting returns. Unfortunately, stock market returns are (almost) unpredictable and this…

Luis Viceira: Activism, Indexing, and the Investment Management Workshop (IMW)

What do the rising stars in investment management need to know to take the next step…

US Corporate Tax Cuts: Investors Should Request Companies Include Income Tax Footnote with 2017 Earnings Release

Investors need to request that the companies they invest in include the income tax footnote along…

All Roads Lead to China and Emerging Markets

Expect US equities markets to decline and emerging markets to continue to grow in the next…

Seven Reasons India Is Primed for Growth

To many investors, India seems incredible but not necessarily investable. Indeed, the challenges of adapting to…

Negotiation Management 101 with Foad Forghani

ne·go·ti·a·tionnəˌɡōSHēˈāSH(ə)n/nounDiscussion aimed at reaching an agreement. Pause for a moment and think about a recent negotiation…

Autonomous Learning Investment Strategies (ALIS): What a Long Strange Trip It’s Been

“ALIS” stands for  “autonomous learning investment strategies.” The MOV37 team created the acronym to describe the…

Book Review: Gaining Currency

Gaining Currency: The Rise of the Renminbi. 2016. Eswar Prasad. China is the world’s largest economy…

Best of 2017: Behavioral Finance and India

Irrationality has an unbreakable sway over most of our thought and decision-making processes. Yet the study…

Best of 2017: Career Management Insights

It’s time to look back at the year behind us and think about what we’ve learned…

The Vollgeld Initiative: A Primer

Over 100,000 Swiss citizens signed a petition to hold a constitutional referendum to end fractional reserve…

Machine Learning: Changing the Game for Women in 2018

How can we use machine learning to better understand our clients? Specifically, our new target customers…

Best of 2017 Weekend Reads: Lost and Found

Do you remember the last time you received a handwritten letter or note, or were struck…

Top 10 Posts from 2017: Markets during War, Rules for Equity Valuations, LinkedIn Tips

Posted In: Alternative Investments, Best Of, Conference Collections, Drivers of Value, Economics, Equity Investments, Fixed Income,…

For Better Valuations, Avoid These Five Behavioral Mistakes

The CFA Institute Equity Research and Valuation Conference is an annual event covering global investing strategies…

Financial Market History Can Help Today’s Investors

What do practitioners need to know about financial market history? In July 2015, Cambridge Judge Business…

Weekend Reads for Investors: Holiday Edition

Before proceeding, I send my very best wishes for a prosperous and happy new year to…

US Corporate Tax Cuts: Companies Concerned about Year-End Time Crunch

Yesterday, Congress passed the tax reform bill that reduces the corporate tax rate from 35% to…

Book Review: Money in the Great Recession

Money in the Great Recession: Did a Crash in Money Growth Cause the Global Slump? 2017. Edited…

Waiter, Can We Have the Bill Please? Republican Tax Reform in One Chart

On Tuesday, 20 December, the Conference Agreement on House Resolution 1 – Tax Cuts and Jobs…

Emerging Market Mindsets: Don’t Forget the Rest of the World

Most financial best practices originated in developed economies. And while best practices and ethical principles endure regardless…

The Adaptive Markets Hypothesis: A Financial Ecosystems Survival Guide

How should we view markets? Are they efficient, irrational, or slightly biased? A recent, more integrative…

Book Review: Behavioral Risk Management

Behavioral Risk Management: Managing the Psychology That Drives Decisions and Influences Operational Risk. 2016. Hersh Shefrin. In Behavioral Risk…

ESG: The X-Ray of Finance

Rising interest rates will make environmental, social, and governance (ESG) factors one of the most important…

Best of 2017: Top Stories for Investors

For this old lion value investor, 2017 was a frustrating year. It was difficult to find…

Will the next iPhone charge wirelessly?

You may never have to plug in your iPhone again. Apple has joined an industry group…

How ‘America First’ could turn into ‘India First’

America is great because of its willingness to accept talented immigrants. That’s what Nandan Nilekani, the…

Mexico ready to retaliate by hurting American corn farmers

Mexico is ready to hit the U.S. where it hurts: Corn. Mexico is one of the…

Stocks hit record again. But is Trump the reason?

The Dow, S&P 500, Nasdaq and Russell 2000 each hit new all-time highs Monday. Investors are…

Apple stock nears record high

Apple has found its groove again. The iPhone maker’s stock hit $133.82 in early trading Monday,…

America’s NAFTA nemesis: Canada, not Mexico

America and Canada have one of the world’s biggest trade relationships. President Donald Trump met for…

Verizon’s new plan: Consumers win, investors lose

Verizon has brought back its unlimited data plan. That’s great if you’re a Verizon customer. But…

Tesla is going to sell electric cars in the Middle East

Tesla is bringing its electric cars to the heart of the oil producing world. The automaker…