20 LIFE LESSONS FROM 80 YEARS: VICE CHAIR OF GIANT HEDGE FUND SPEAKS

May 6th, 2013 | By | Category: Career Transformations, Current Comments - Mondays

Byron Wien earned an AB with honors and an MBA with distinction from Harvard.  He is a member of The Pritzker Foundation.  He co-authored a book with George Soros.  He has been name the #1 strategist and most widely read analyst on Wall Street during his career.  He was the Senior U.S. Strategist for Equity [...]



Too Many Ways People Continue to Not Be Money Smart

Apr 21st, 2013 | By | Category: Current Comments - Mondays, Financial Literacy

The “Financial literacy programs are well worth the time” article in the Sunday, 4/21/13, Chicago Tribune by Gail MarksJarvis caught my eye as the article to discuss in my Monday Current Comments blog today.  This week being Money Smart Week, a week dedicated to enhancing financial literacy, globally and nationally, made commenting on this article [...]



The Fearful Investor

Apr 1st, 2013 | By | Category: Current Comments - Mondays, Financial Literacy

“Why People Still Hate the Financial Industry,” in the latest edition of The CFA Institute Magazine, describes how in this premier money management association’s most recent survey of its members that: 98% of the nearly 7,000 responding CFA Institute members acknowledged a serious lack of trust in the finance industry with 74% of those same [...]



Portfolio Optimization: Does the Black-Litterman (BL) Process Work?

Mar 18th, 2013 | By | Category: Current Comments - Mondays

I’ve been waiting since the beginning of this year for this article, “Deconstructing Black-Litterman: How to Get the Portfolio You Already Knew You Wanted,” to appear in The Journal of Investment Management (JOIM).  It has now been published in JOIM’s First Quarter 2013 Issue and is also available to the non-subscribing public at this link. [...]



Kathy Graham’s cutting edge blog makes the news

Feb 18th, 2013 | By | Category: Current Comments - Mondays

“Kathy Graham has seen the future.  It’s filled with tweets, Facebook business page postings, phablets, LinkedIn, maybe Pinterest and probably Skype.  But the key to her businesses’ future is Graham’s blog…There are good reasons to watch what Graham is doing: She’s had success, has a five-year growth plan and is getting help from knowledgeable people.  [...]




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