Inside Baseball (Part 2): How We Build Portfolios

Published on September 2, 2025

An investment process is a living organism because it’s applied by living creatures. We continue to improve it and have made considerable strides over the years.

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Energy Price As An Economic Indicator

September 2, 2025
Energy prices indicate economic strength, or, in this case, weakness. If the global economy grew strongly, the need for oil consumption would rise, absorbing the current production levels, causing energy prices to rise.

10 Investment Must Reads for This Week (Sept. 2, 2025)

September 2, 2025
The explosion of competition in semi-liquid funds could lead to fee compression, according to FundFire. The ETF market is becoming flooded with “slop”, writes ETF.com. These are among the investment must-reads we found this week for financial advisors.