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Inflation and Retirement
The US was the only major industrial nation without a central bank until the Federal Reserve System was created in 1913
Brian
Jun 22, 2023
Weekly Factor Returns
Stocks were positive last week with the Russell 1000 rising 2.64% and the Russell 2000 up 0.58%. Factor spreads were mostly within normal...
Brian
Jun 20, 2023
You Can't Spell AI Without Herbert Simon
Simon predicted, in 1957, that a computerized chess machine would surpass human players by 1967. He was premature in his timing but...
Brian
Jun 15, 2023
Weekly Factor Returns
Stocks were positive last week with the Russell 1000 rising 0.42% and the Russell 2000 rising 1.92%. Factor spreads were all within normal..
Brian
Jun 12, 2023
Weekly Factor Returns
The Russell 1000 and Russell 2000 finished positively last week. The large cap index gained 2.02% and the small cap index gained 3.32%.
Brian
Jun 5, 2023
On the Fringe
Financial planning and wealth management is largely about future opportunities. We approach each relationship with a long-term perspective.
Brian
Jun 1, 2023
Weekly Factor Returns
Equity index returns were mostly unchanged. The Russell 1000 rose 0.33% while the Russell 2000 was essentially flat for the week. Factor ...
Brian
May 30, 2023
May Madness - Final Four
This is Penn State’s first trip to Final Four Weekend and they are playing in their home state as the games are being held in Philadelphia.
Brian
May 26, 2023
Weekly Factor Returns
Large and small cap stock indices were positive last week. The Russell 1000 gained 1.71% and the Russell 2000 gained 1.93%. Factor returns..
Brian
May 22, 2023
May Madness - Quarterfinals
Round two of the college lacrosse May Madness series. ACC teams are heavily represented in the brackets and in the All-American awards.
Brian
May 19, 2023