Investing

In our office, we have a crystal ball. It sits along the back wall in the main conference room. It certainly adds to the décor, and occasionally a client will walk by and look into it. If you…

We take this opportunity to pay tribute to Harry Markowitz, the “Father of Modern Portfolio Theory,” who passed away on June 22, 2023. Born in 1927, Markowitz obtained his bachelor’s, master’s, and PhD degrees from the University of…