Mark J. Higgins, CFA, CFP, and Raphael Palone, CFA, CFP, will be presenting at the Planejar Annual Conference in Sao…
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The essence of maximizing the internal rate of return (IRR) lies in the total amount of leverage contracted to finance…
Introduction Digital assets form a new and distinct asset class that despite considerable volatility is rapidly maturing. Bitcoin, the first…
Introduction Before 2020, the threat of a global pandemic shutting down the world economy was not a top-of-mind concern for…
The UN Framework on Climate Change (UNFCC) is set to convene the 27th annual Conference of the Parties, commonly known…
Before the Civil War, the US financial markets operated in a world far removed from today’s fast-paced trading floors. Auctions…
It is no secret that 2022 has been a rough year for pretty much all asset classes across the board.…
Profitability metrics are often the main focus in the search for high-quality stocks. But Profitability is not a defensive factor…
The following is excerpted from Goals-Based Portfolio Theory by Franklin J. Parker, CFA, published this year by Wiley. “I’ve heard…
For more on the crypto and blockchain phenomena, read Valuation of Cryptoassets: A Guide for Investment Professionals by Urav Soni and Rhodri…