- Authors
- Austin Wilson
- Ben Schneider, CFA
- Dorian Young, CFA, CAIA
- Kenneth H. Lassner, CFA
- Kirsten Meder, CAIA, CMT
- Lincoln Fleming, CFP, CPA, PFS
- Lisa Goldberg, PhD
- Liz Michaels
- Mark Bateman
- Michael Branch, CFA
- Michelle Shkedi
- Nancy Malik
- Nelli Oster, PhD
- Patrick Geddes
- Ran Leshem
- Ryan Stever, PhD
- Simge Ulucam
- Taotao Cai
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Observations by Patrick Geddes May 20, 2021
At the recent passing of David Swensen, the deservedly famous head of the Yale Endowment, many commented on how revolutionary and successful his ideas have been in raising institutional investing to a whole new level...
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Observations by Patrick Geddes January 26, 2021
In the past 18 months, we’ve witnessed some extraordinary changes in how retail stock investors trade, from the broad shift for many brokerage firms toward zero commissions to the jump in trading by individuals in 2020, presumably a result of the pandemic...
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Observations by Patrick Geddes January 18, 2019
The passing this week of Jack Bogle, founder of Vanguard, has highlighted what an extraordinary ethical visionary he has been. While we may mourn his death, we also celebrate how much better the world is because of his impact....
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Observations November 1, 2018
Wow, talk about “hot hands”! On Monday night, Golden State Warrior Klay Thompson set an NBA record with 14 three-pointers against the Chicago Bulls, breaking the previous record of 13 set by teammate Stephen Curry....
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Observations October 4, 2018
The TJCA (Tax Cuts and Jobs Act) signed into law in December 2017 has changed the tax treatment for holding real estate investment trusts (REITs). While we still await full clarity of some issues....
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