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Stay updated with insights, tips, and trends in finance and business strategy.
Curated by our experts to keep you informed and ahead.
Eric Wathen, CFA® | Mar 04, 2024

Donor-Advised Funds

According to the National Philanthropic Trust, the first donor-advised funds (DAFs) were created in the 1930s, though only recognized formally in the ...
Miles Putnam, CFA® | Mar 04, 2024

March Investment Comments

The S&P 500 closed above 5,000 for the first time in history on February 9. The index has risen more than 50% since the end of 2019. The Russell 2000 ...
N/A | Feb 01, 2024

The Freshman Fifty Thousand

“When I was 17 I went to get a Limp Bizkit tattoo and when they wouldn’t let me because I didn’t have a guardian’s approval, I cried and punch...
James Skubik, CFA | Feb 01, 2024

February Investment Comments

Last year the market rebounded from what was a challenging 2022. Investor sentiment going into 2023 was decidedly negative, as the Federal Reserve’s...
Dan Boyle, CFA | Jan 02, 2024

It's That Time Again: New Year's Resolutions

I like this time of year. While I’m not a fan of the start of winter in Michigan, I do enjoy celebrating Thanksgiving and Christmas. Plus, it gives ...
James M. Skubik, CFA | Jan 02, 2024

January Investment Comments

Markets have rallied since late October on the increasing belief the Federal Reserve has completed its rate hiking campaign intended to quell inflatio...

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