by Amanda Pagenhardt | Apr 13, 2025 | News
Our Thinking (not advice) Since the last report in early January, the world has turned upside down. The America First policy along with the initiation of a trade war against the world is like a bull in a China shop. The most used word since Trump’s inauguration is...
by Amanda Pagenhardt | Feb 12, 2025 | News
Click here for our investment monitoring report for the 4th quarter of 2024.
by Amanda Pagenhardt | Jan 14, 2025 | News
Philip Chao discusses his near-10-year path to creating a personalized target-date fund investment option for plan sponsors. Click here for the full article.
by Amanda Pagenhardt | Jan 1, 2025 | News
A Kaleidoscope of Possibilities What we have learned from the Great Financial Crisis (GFC) and the COVID pandemic is that, every so many years, endogenous or exogenous events shock our economy and our highly integrated and complex global system. Transmission...
by Amanda Pagenhardt | Nov 20, 2024 | News
Click here for our investment monitoring report for the 3rd quarter of 2024.
by Amanda Pagenhardt | Oct 12, 2024 | News
Coming down the mountain – Don’t look down! It is the general consensus among mountain climbers and hikers that going up is relatively safer or easier than coming down. When descending, it is hard to be sure footed when distracted by the height and the fear of...
