Jun 29, 2023

Is the corporate world an ‘insiders only’ club, or do ordinary shareholders have a real say in the company? Learn how shareholder activism may be changing the face of corporate America. Jeff Gramm, a portfolio manager at Bandera Partners, adjunct professor at Columbia Business School, and author, discusses what...

Jun 15, 2023

Welcome Generation Y! The United States is in the middle of a millennial economy thanks to the largest population boom after the baby boomer generation. What does this millennial economy mean for investors? Our guest, Ken Gronbach, author and demographer, has a very optimistic opinion. Ken, a human capital analytics...

Jun 1, 2023

If you are like many of my clients, you might not want to take too many risks with investing your money. If you want a “very safe” portfolio, what does this actually look like?

Recently, I spoke with a woman who thought she had a “very safe” portfolio… I was shocked to review her statement and saw she...