Franklin J. Parker, CFA, is the author of Goals-Based Portfolio Theory, published by Wiley. Last summer, I was having lunch on the…
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Risk management is so simple a concept and so central to financial analysis that it feels superfluous to even mention…
Introduction Mortgage rates have doubled and tripled in some countries since 2021. So, why aren’t residential real estate markets more…
Through his examinations of how uncertainty influences asset prices, Nobel laureate Myron Scholes has helped revolutionize our understanding of the…
Amid the current artificial intelligence (AI) hype cycle, companies are jockeying for an edge in this fast-developing sector. So far…
Environmental, social, and governance (ESG) ratings should reflect the risks that such factors pose to a company’s financial performance and…
Interest rates are like the weather. We can prepare for typical fluctuations, but sudden changes can still catch us by…
The M&A Failure Trap: Why Most Mergers and Acquisitions Fail and How the Few Succeed. 2024. Baruch Lev and Feng…
The Economics of the Stock Market. 2022. Andrew Smithers. Oxford University Press. Judging by the behavior of the stock market,…
A viewer on our YouTube channel wants to know, “What are the “must have” mutual fund categories in a portfolio?”This…