Longtime portfolio manager and strategist Bob Doll has always inspired me with his work ethic, ability to successfully execute many jobs simultaneously and being cheerful and energetic while doing so. He and his wife have been deeply and actively involved in supporting and protecting Christians all over the world, including some of the world’s most […]
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DREIFUS: PRINCIPLED ACCOUNTING
PRINCIPLED ACCOUNTING Royce Special Equity Fund’s legendary value manager Charlie Dreifus is known for his deep dive accounting, going through company finances with a fine tooth comb to identify financial weaknesses and strengths. It’s a skill and passion he learned from his mentor, award-winning accounting professor Abraham “Abe” Briloff, a renowned forensic accountant known for […]
PETRIE: WOMEN IN THE OLD AMERICAN WEST
WOMEN IN THE OLD AMERICAN WEST Charles M. Russell is known for his iconic paintings, drawing, and sculptures of Native American buffalo hunters, warriors, their families and cowboys of the Old American West. Much less well known are his hundreds of depictions of western women. It’s now the subject of a book and accompanying exhibit […]
GARDNER: CONSCIOUS CAPITALISM
CONSCIOUS CAPITALISM The Motley Fool has won numerous awards for its corporate culture including being named the Best Place to Work by GlassDoor.com in 2014 and 2015. Co-Founders Tom and David Gardner have also been recognized as Heroes of Conscious Capitalism by the non-profit organization by that name where David now serves on the board […]
ASNESS: CONTROVERSIAL MOVE
CONTROVERSIAL MOVE Financial thought leader Cliff Asness and his fellow Ph.D.’s at money management firm AQR Capital Management have been recognized for their groundbreaking research on markets and investing. Asness and a former colleague, Aaron Brown recently found an investment connection in a seldom used but highly effective ice hockey strategy. Watch the related WEALTHTRACK […]
HOPKINS: RETIREMENT INCOME CHALLENGE
Leading retirement income expert, Jamie Hopkins is one of the creators of the curriculum for the relatively new certification for financial planners called the Retirement Income Certified Professional, or RICP. As baby boomer investors make the challenging transition from accumulating assets while working to spending them in retirement, Hopkins says much of the financial advisory […]
