Category: Investor Education
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Rising Tide: The Age of AI December 20, 2023
Since OpenAI’s ChatGPT was made public just over a year ago, artificial intelligence (AI) has been one of the biggest stories, investment or otherwise, in 2023.
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The Fourth Turning October 18, 2023
In their original work, The Fourth Turning, Neil Howe and William Strauss put forth their theory about the seasonality of American history. The idea is based on their extensive research…
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The Psychology of Money July 31, 2023
Much like any subject matter these days, there is no shortage of expert advice offered up by the financial industry via traditional and social media sources.
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Bond Basics: Inflation Update July 17, 2023
Inflation is moving lower, and economic data reports have surprised to the downside, but the Federal Reserve remains steadfast and likely to increase rates again at its July meeting next…
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Debt Ceiling Update May 24, 2023
In late January we published a piece titled “Knife Fight” about the potential storm brewing over our country’s impending debt ceiling. In addition to providing some historical information on the…
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Earth Day – Prisoner’s Dilemma April 19, 2023
Over five decades have passed since the first Earth Day in 1970, when 20 million Americans participated in rallies and marches across the nation to raise awareness for environmental protection.
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Debt Ceiling Update – Knife fight? January 31, 2023
There is a potential fight brewing in this country, but despite the title of this note, not one that will involve any physical violence (hopefully). The US debt ceiling needs…
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Bond Basics: Brokered CDs January 2023
Previous editions of Bond Basics served as an introduction or re-introduction to a market that may have been ignored more recently due to the extended period of historically low interest…