A Santa Claus Rally?
WEEK ENDING 12/01/2023
WEEK ENDING 12/01/2023
Adding SMAs to Your Clients' Portfolios
Serving Registered Independent Advisors (RIAs) is at the heart of what we do at CDI. Numerous RIA partners have come to us wanting to either incorporate or diversify their clients’ portfolios (more specifically, to add separately managed accounts (SMAs) to the index and mutual funds those clients currently hold).
Serving Registered Independent Advisors (RIAs) is at the heart of what we do at CDI. Numerous RIA partners have come to us wanting to either
Helping Nonprofits Turn Profits
Among the things I’ve been lucky enough to do in my professional life in Santa Fe, NM, two stand out: I’ve enjoyed a successful career in finance and have been involved with several nonprofits throughout the city and state. Sometimes, those two stories collide wherein I find myself serving on a nonprofit’s endowment committee. And while I love the...
Among the things I’ve been lucky enough to do in my professional life in Santa Fe, NM, two stand out: I’ve enjoyed a successful career in finance and
Trick or Treat? Hard or Soft Landing?
WEEK ENDING 10/27/2023
WEEK ENDING 10/27/2023
Now's the Time for Risk Tolerant Investors
WEEK ENDING 10/20/2023
WEEK ENDING 10/20/2023
Henry Ford, Labor Strikes, and Investing
The Big Three U.S. auto workers went on strike in September. Labor and management couldn’t come to an agreement about how to split the proceeds from producing automobiles. This is such a pivotal economic and political issue that the two leading presidential candidates visited Detroit within a day of each other. The struggle between auto labor and...
The Big Three U.S. auto workers went on strike in September. Labor and management couldn’t come to an agreement about how to split the proceeds from
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Adding SMAs to Your Clients' Portfolios
Serving Registered Independent Advisors (RIAs) is at the heart of what we do at CDI. Numerous RIA partners have come to us wanting to either incorporate or diversify their clients’ portfolios (more specifically, to add separately managed accounts (SMAs) to the index and mutual funds those clients currently hold).
Serving Registered Independent Advisors (RIAs) is at the heart of what we do at CDI. Numerous RIA partners have come to us wanting to either
Helping Nonprofits Turn Profits
Among the things I’ve been lucky enough to do in my professional life in Santa Fe, NM, two stand out: I’ve enjoyed a successful career in finance and have been involved with several nonprofits throughout the city and state. Sometimes, those two stories collide wherein I find myself serving on a nonprofit’s endowment committee. And while I love the...
Among the things I’ve been lucky enough to do in my professional life in Santa Fe, NM, two stand out: I’ve enjoyed a successful career in finance and
Trick or Treat? Hard or Soft Landing?
WEEK ENDING 10/27/2023
WEEK ENDING 10/27/2023
Now's the Time for Risk Tolerant Investors
WEEK ENDING 10/20/2023
WEEK ENDING 10/20/2023
Henry Ford, Labor Strikes, and Investing
The Big Three U.S. auto workers went on strike in September. Labor and management couldn’t come to an agreement about how to split the proceeds from producing automobiles. This is such a pivotal economic and political issue that the two leading presidential candidates visited Detroit within a day of each other. The struggle between auto labor and...
The Big Three U.S. auto workers went on strike in September. Labor and management couldn’t come to an agreement about how to split the proceeds from