INVESTMENT INSIGHTS

266 RESULTS

• 

  1ST QUARTER 2021 - COGNITIVE DISSONANCE 04-05-2021

  Surgery is painful, which is why humans have experimented with various forms of anesthesia for millennia. Herbal remedies and alcohol were probably ...

  READ MORE
• 

  ANGELES 2021 LONG TERM CAPITAL MARKET ASSUMPTIONS 04-02-2021

  This report presents Angeles Investment Advisors' updated capital market assumptions as of January 2021. These assumptions are used in asset ...

  READ MORE
• 

  WITH A LITTLE HELP FROM OUR FRIENDS 04-01-2021

  For us at Angeles, it was exactly twenty years ago, today, that we opened our doors and began our new venture. Leslie, Howard, and Michael were joined ...

  READ MORE
• 

  WHY SHOULD WOMEN INVEST - CHLOE WOHLFORTH 03-22-2021

  I have been advising clients in a financial advisory capacity for over a decade, but my motivation to get involved in this work came very early on in ...

  READ MORE
• 

  A NEW FRAMEWORK TO STRATEGIC ASSET ALLOCATION 02-18-2021

  The purpose of an investment portfolio is to support current and future spending. Some spending may be known and near-term: beneficiary payments (in ...

  READ MORE
• 

  RESILIA - PHILANTHROPY REPORT 2021 02-11-2021

  While 2020 was in many ways unprecedented, its important to consider the ways in which the underlying causes of the upheaval weve witnessed arent new ...

  READ MORE
• 

  STOP THE GAME! 01-31-2021

  Jesse Livermore was a legendary stock trader of the early 20th century. Mere rumors of his involvement in a stock could send its share price ...

  READ MORE
• 

  4TH QUARTER 2020 - NA TRIOBLOIDI 01-11-2021

  Betty Smyth was born in Belfast in the midst of World War Two, to a Protestant father, a butcher, and a Catholic mother, a part-time waitress. She ...

  READ MORE
• 

  FIRESIDE READING 12-15-2020

  Since my last update a few months ago (), I've moved from the beach to the fireplace, and am happy to share my reading ...

  READ MORE
• 

  NOT JUST A GAME 12-10-2020

  There are twenty amino acids in the human body. Amino acids are the chemical links that make up proteins. Proteins perform all sorts of essential ...

  READ MORE
• 

  3RD QUARTER 2020 - STAND UP 10-05-2020

  August Landmesser was born into a poor family in a rural village outside of Hamburg in 1910. He came of age in a Germany convulsed with economic ...

  READ MORE
• 

  TWO (PERCENT) IS A SAD NUMBER 09-21-2020

  Last month, the Federal Reserve unveiled its new monetary framework, following an intensive 18-month review. The principal change was to abandon a ...

  READ MORE
• 

  STILL BEACH READING 09-10-2020

  It's still beach weather here in Southern California, so I have a few more suggestions for beach reading. ...

  READ MORE
• 

  DISCONNECT: HOW CAN MARKETS BE AT ALL-TIME HIGHS WHEN THE WORLD AROUND US IS COLLAPSING? 08-18-2020

  Answer: Markets reflect the dynamism and adaptability of private companies, not geopolitical events or socioeconomic upheaval.Many find this ...

  READ MORE
• 

  BEACH READING 08-11-2020

  One of the upsides to confinement over the past few months is that I've been able to raise my reading capacity. Here are my exceptional ...

  READ MORE
• 

  2ND QUARTER 2020 - DREAMS DEFERRED 07-07-2020

  Eunice Wayman was born in Tyron, a small town of around 1600 people in western North Carolina, in 1933, the sixth of eight children of a handyman ...

  READ MORE
• 

  MANAGING THROUGH A CRISIS: FIVE BEST PRACTICES FOR INSTITUTIONAL INVESTORS 06-22-2020

  Fiduciaries charged with the governance and implementation of an institutional portfolio must adapt to uncertain and sometimes extreme situations. We ...

  READ MORE
• 

  REFLECTIONS AFTER THE DEATH OF GEORGE FLOYD 06-11-2020

  It has now been two weeks since the murder of George Floyd by a Minnesota police officer, and one day after he was laid to rest in Houston. I have ...

  READ MORE
• 

  EARTHRISE OR EARTHSET: THOUGHTS ON A POST-PANDEMIC WORLD (PART 3) 06-02-2020

  Source: NASAWeak economic growth and low investment returns are the prospects we discussed in the first two parts of this ...

  READ MORE
• 

  SUNRISE OR SUNSET: THOUGHTS ON A POST-PANDEMIC WORLD (PART 2) 05-29-2020

  In Part 1 (), we outlined an economic backdrop of weak growth, high levels of government debt, cautious consumers, higher taxes and rising trade ...

  READ MORE
• 

  SUNRISE OR SUNSET: THOUGHTS ON A POST-PANDEMIC WORLD (PART 1) 05-27-2020

  Two and a half months of isolation engenders reflection, on what we've endured, and contemplation on what the future may hold.Our reflections are ...

  READ MORE
• 

  MEMENTO MORI 04-26-2020

  The Romans had a tradition that, following a military victory, the triumphant general was paraded through the city in a four horse-drawn chariot to ...

  READ MORE
• 

  PLANNING IDEAS & CARES ACT INFORMATION 04-21-2020

  We have been inspired by everyone who is working tirelessly to suppress the spread of the global Coronavirus (COVID-19) epidemic. We understand that ...

  READ MORE
• 

  WHAT'S DOWN WITH OIL? 04-15-2020

  I have always found that most things in life can be explained by basic economics. Well, some things, for sure. The most basic (THE most basic) concept ...

  READ MORE

123456789101112