Long before Robinhood, James Cloonan founded the American Association of Institutional Investors to help the small investor take on—and beat—the Wall Street establishment, details a profile in Investor’s Business Daily.…
Day: September 16, 2021
Equal- vs. Market-Cap Weighted Portfolios
The general advice to diversify, reduce fees, avoid active trading, and to keep it simple is easier said than done—especially in 2021, contends an article in the CFA Institute Enterprising…
Would You Have Bought Berkshire Hathaway in 1975?
If investors had purchased $1000 worth of Berkshire Hathaway stock in 1975, it would be worth $7.5 million today. But how did BRK’s equity look back then? John Rekenthaler asks…
It Will Take A “Miracle” To Retire
46% of Millennials, 45% of Gen Xers, and 30% of Boomers think it will take a “miracle” to retire. This according to the 2021 Natixis Global Retirement Index, as detailed…
Gregg Fisher, Multi-Factor Pioneer, Talks Investor Behavior, The Future Of Value, Investing In Innovation & Lessons From 20+ Years as a Quant
Our guest in this episode is Gregg Fisher of Quent Capital. Gregg was a pioneer in factor investing and the founder of Gerstein Fisher, which he grew to over $5…
