Patience Pays: Why Quality Shares Outperform in the Long Run
uttu Time in the market is better than timing the market, the adage says. Likewise, to see “quality” shares…
Investment
How donating shares instead of dollars can lead to tax-free investing
Key messages 2017 legislation weakened the federal income tax incentive for donating to charity. Donating and replacing taxable…
The Earnings Dip Before a Sweet Deal: Going Private in Europe
Private ownership is gaining ground again across Europe as companies seek more control and relief from the pressures…
Managing Client Fear: The Cognitive Skill Every Financial Advisor Should Master
Markets move up and down — that’s a fact. Emotional reactions to those movements, however, are optional. But…
Managing Client Fear: The Cognitive Skill Every Financial Analyst Should Master
Markets move up and down — that’s a fact. Emotional reactions to those movements, however, are optional. But…
How to Value Digital Tokens: A 5-Step Fair Value Framework
The development of digital financial assets has fundamentally changed the financial ecosystem, challenging traditional valuation methodologies and introducing…
From Risk to Resilience: What Finance Can Learn from the Futures
Finance is fundamentally concerned with the future. For risk officers, strategists, and investment professionals, every decision — pricing…
Mind the Cycle: From Macro Shifts to Portfolio Plays
Professional investors face a persistent challenge. Macro data describes where the economy has been, not where it’s going.…
Private Credit Secondaries: From Niche Strategy to Core Portfolio Tool
The topic of secondaries markets is a controversial one. On the one hand, secondaries are a vital source…
Private Markets: Why Retail Investors Should Stay Away
As regulators move to open private markets to a wider investor base, the question is not whether retail…