You’ve been on “The Long And Winding Road.” Perhaps you’ve been working “Eight Days A Week” and really feel you’ve had to “Carry That Weight.” Now, in the last chorus…
Every morning, our partner firms join a call to discuss the markets, business operations, troubleshoot challenges, and hear the latest we are providing for them. As uncertainty strikes the U.S.,…
Asset allocation is traditionally conceived in a mean-variance framework pioneered by Harry Markowitz, where an investor strives to maximize the expected return for a given level of risk. However, this…
Portfolio construction is both an art and science. The science of portfolio construction evolved over time producing different asset allocation methods. The science of investing has had its share of…
Good investment managers can be hard to find. While individual investors may move from one investment to another with relative ease and (hopefully) not lose too much in the process,…
We are excited to welcome Saumen Chattopadhyay, CFA®, CPA, FCA, as our new VP, Investment Platform. He moved from Chicago to Omaha, along with his wife and daughter, to join…
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