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  • Navigating AI’s swift sea change

    Posted on February 20, 2026 in General, Recent News

    Over the past year, Artificial Intelligence has shifted from being a buzzword to something that is actively changing how work gets done.  This is true especially in technology, but increasingly it is affecting businesses in every sector of the economy.  The speed at which AI is getting better at solving problems and im… | Read More »

  • The rise of the individual investor

    Posted on January 9, 2026 in General, Investment Management, Recent News

    Since the 1980s, financial firms on Wall Street have increasingly relied on machines and algorithms to streamline trading and enhance their returns.  Firms like Blackrock, State Street, Goldman Sachs, JP Morgan and others invested heavily in powerful computer hardware.  They then aggressively recruited the top PhDs in… | Read More »

  • Building a well-diversified portfolio and Making a Difference

    Posted on October 21, 2025 in Financial Planning, General, Recent News

    A quote attributed to Ralph Waldo Emerson measures success in ways that transcend finances. “To laugh often and much,” it begins. “To win the respect of intelligent people and the affection of children; To earn the appreciation of honest critics and endure the betrayal of false friends; To appreciate beauty; To find th… | Read More »

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