Every December, I make a list of books to read for the upcoming year. The list isn’t designed to be exclusive, and I tend to add additional titles as the year progresses. In past years, however, I never came close to getting through everything on the list. I still...
The frenzy around cryptocurrencies only goes up by the day. All the excitement drives everyone from experienced professionals to average investors to wonder: what should you do with Bitcoin? If you’re one of those people asking that question (and many others around...
Earlier this month, BrightPlan released its digital financial planning and investment platform to the public. As Co-Chief Investment Officer for both Plancorp and BrightPlan, I’ve had the great privilege of working with an outstanding team to digitize...
It’s never been easier for investors to add exposure to alternative investments into their portfolios. Liquid alternatives offering exposure to hedge-fund strategies and nontraditional asset classes through a mutual fund or ETF wrapper are becoming increasingly...
Last week, Tadas Viskanta of Abnormal Returns rounded up some of the best finance writers around to answer a series of questions. Much like the series that ran this summer, it is so cool to collaborate with such a talented group of people. Below are my responses to...
