In this article, we cover the essentials of a mutual fund systematic withdrawal plan (SWP) in the format of an…
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For more on crypto valuation, read Valuation of Cryptoassets: A Guide for Investment Professionals by Urav Soni and Rhodri Preece,…
The United States is a consumption-driven economy. But over the last half century, the US consumer has been weakening in…
Poor Charlie’s Almanack: The Essential Wit and Wisdom of Charles T. Munger. 2023. Edited by Peter D. Kaufman. Stripe Press.…
“Future State of the Investment Industry” resonates. CFA Institute launched its Research and Policy Center (RPC) this year to be…
Quebec — La Belle Province — has experienced a significant uptick in mergers and acquisitions (M&A) deal activity among small-cap…
For more on the crypto and blockchain phenomena, read Valuation of Cryptoassets: A Guide for Investment Professionals by Urav Soni and Rhodri…
The “Mercer CFA Institute Global Pension Index 2023” takes the top spot. The CFA Institute Research and Policy Center (RPC)…
Introduction The foreign exchange (FX) swap market generates almost $4 trillion in new contracts on any given day. To put…
Handbook of Artificial Intelligence and Big Data Applications in Investments, edited by Larry Cao, CFA, is the big winner in…