A 2023 Holiday Reading List for Investment Pros

WealthManagement.com recently published their 10 best business books for financial advisors. I always love best books lists, and I agree with WM.com’s recommendations for Michael Lewis’s epic book Going Infinite on the demise of the crypto trading platform FTX and Walter Isaacson’s terrific biography of Elon Musk. Both are great reads.  I love reading—both fiction and non-fiction—and always have [...]

By |2024-03-03T14:01:59-06:0012/13/2023|
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The investment industry stories we’ll remember from 2023

As the days count down to the end of 2023, we’re taking a quick random look back at some of the ongoing stories we’ll remember from the year. What would you add? We invite your comments below.  A new co-worker. We all got a new co-worker this year as artificial intelligence capability in the form of ChatGPT and other [...]

By |2024-03-03T15:16:39-06:0012/07/2023|
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