A close up of some different types of coins

Reining in Crypto

August 14, 2023

This year has already been a rollercoaster for cryptocurrency. Regulators and lawmakers don’t seem amused. In January, Sam Bankman-Fried, the founder of collapsed cryptocurrency exchange FTX, pleaded not guilty to two counts of wire fraud and six counts of conspiracy.…

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A large building with many windows and arches.

The Cambridge Program 2023

August 7, 2023

8/7/2023 After a three-year hiatus due to COVID, we have just celebrated our 12th education program at Clare College Cambridge. This was one of the best and most enthusiastic classes of students yet! Twenty young minds attended from Florida to Ohio,…

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A close up of popcorn in boxes on a table

Hollywood Lesson in Diversification

July 31, 2023

We emphasize the merits of investment diversification. For example, balancing a portfolio’s allocation across securities with different characteristics may help position it to face an uncertain future. Last weekend theaters across the country swelled with moviegoers watching two very different…

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A loan agreement is written on top of the table.

Loans Coming Due

July 24, 2023

7/24/2023 Banking sector turbulence and higher interest rates have characterized 2023. Attention is now shifting to the commercial real estate sector, which benefitted previously from easy borrowing at low rates. As interest rates have risen, some commercial real estate borrowers…

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A person holding an iphone in their hand.

Stop the Scroll

July 17, 2023

7/17/2023 As the dog days of summer drag on and temperatures increase across America, it is no surprise that the amount of time we spend inside and in front of a screen is increasing. Content has become so engaging, and…

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