Active vs Passive: A Debate Hosted by the CFA Society of Washington, DC
The CFA Society of Washington, DC invited Lowell Pratt, CFA to participate on a...
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Blog
Blog
A Tale of Two Independent Counsels
In March, special counsel Robert Mueller subpoenaed the Trump Organization to turn over documents...
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What Can We Learn from the Headlines?
When in the midst of a stock market selloff I like to go back...
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The Economy Can Only Grow So Fast
Today, the Bureau of Labor Statistics released its monthly “Employment Report” that showed the...
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November Size and Style Update
Value stocks turned back in favor in November as the Senate passed a tax...
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InvestmentNews names the financial advice industry’s 2017 “Best Practices”
October 17, 2017, Boston, Mass. – InvestmentNews today named The Burney Company (Burney Company...
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What Baby Boomers Need To Know to Maximize Retirement Income!
Baby Boomers are asking… • Will Social Security be there for me? • How...
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September Market Update
In what has been a year dominated by large tech stocks – Apple, Google,...
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Quick Links on the GOP’s Tax Reform Proposal
The long awaited and long promised Tax Reform bill was finally introduced yesterday by...
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