Weekend Reads: A Mind-Boggling Number and the Power of Positive People

I love nothing more than good “cocktail nuggets” — those fascinating facts and figures that make for great conversation starters at cocktail parties. You know the kind of thing I’m talking about: little gems of information that get people chatting, gasping, or exclaiming, “Wow!” Nicholas Colas of DataTrek Resarch is a treasure trove of these […]

Political Showmanship Won’t Support Small Businesses

In response to the failure of the GOP “Skinny Bill” Executive Director of the Main Street Alliance Amanda Ballantyne had this to say: Get The Full Ray Dalio Series in PDF Get the entire 10-part series on Ray Dalio in PDF. Save it to your desktop, read it on your tablet, or email to your […]

Tips for Aspiring Portfolio Managers

I received a great piece of advice back in the 1990s when I first started out in London as a young fund manager at a large European asset manager: “Clare, great fund managers are made, not born. Investment decision making is something you will always be able to improve upon, and the day you stop […]

Morgan Stanley promises billions for lower-income communities

NCRC, Morgan Stanley Announce $15 Billion Plan To Increase Lending And Investments In Lower-Income Communities Get Our Activist Investing Case Study! Get the entire 10-part series on our in-depth study on activist investing in PDF. Save it to your desktop, read it on your tablet, or print it out to read anywhere! Sign up below! […]

The Power of Appreciation | CFA Institute Enterprising Investor

Here’s a secret weapon for investment professionals, and it’s free. I joke about our industry having ADD: Appreciation Deficit Disorder. But it’s true. When asked about this deficit, chief investment officers (CIOs) respond with straight faces that showing their staff more appreciation will result in: Less work: “They’ll get complacent.” Demands for more money: “They’ll […]

After Polestar Test Drive, Whitney Tilson Says Tesla Reigns Superior

Whitney Tilson’s email to investors discussing his test drive of the Polestar. Get The Full Series in PDF Get the entire 10-part series on Charlie Munger in PDF. Save it to your desktop, read it on your tablet, or email to your colleagues. Q2 2020 hedge fund letters, conferences and more Polestar Test Drive I […]

Empathetic Listening: A Six-Step Guide

Empathetic listening means paying attention in a caring manner. It encompasses compassion, feeling, insight, and emotional identification and helps us understand where the other person is coming from before we react. Emotional connection shows someone we grasp how they feel. And it is critical to financial advice today. As human financial advisers compete with passively […]

Six-Figure Careers With The Highest Salary Growth Rate

AdvisorSmith’s new study examined six-figure professions with the fastest growing salaries. To find the occupations with the most rapid annual mean salary growth rate, AdvisorSmith used data published by the U.S.Bureau of Labor Statistics and filtered the professions where the mean yearly salary was $100,000 or more in 2019. The annual mean salary growth was […]