Over the years, I have had the chance to speak with thousands of investors. After a quarter of a century doing education in the world of derivatives on the retail and institutional level, as well as at local colleges and…continue reading →
Most investment professionals would describe the current state of the market as nothing that would knock your socks off. The S&P 500 is up about 5% YTD as we near the end of the 3rd quarter. Not bad considering volatility,…continue reading →
As the tech bubble of 2000 was about to burst, I read an article in Money Magazine which interviewed several readers about financial planning as the new century had begun. Most of the younger people who had done some financial…continue reading →
Can Socially-responsible Investing pay Dividends – to Investors and Humanity? Over the past 30 years, socially responsible investing has grown like Spring dandelions in my backyard. Back in the 1990s there were a handful of mutual funds that invested in “doing well…continue reading →
In Sickness & Wealth
Sometimes we fail to deliver better healthcare, not because a treatment doesn’t exist or science can’t develop one, but because it can’t survive the logistics of access, delivery, and sustainability. Good business is investing in activities that can achieve both... In Sickness and Wealth... as we explore innovative companies and how they deliver value.
David Lerman / Jodie Warner - Editors