This message was sent to ##Email##
|
|
|
|
|
| |
CFA Institute's Enterprising Investor
We have questioned many orthodoxies of modern portfolio theory (MPT) in this series, challenging currently accepted models of financial markets and exploring the decline of MPT and the folly of using volatility as a measure of investment risk.
But in undermining the foundations of MPT, what do we propose to take its place?
READ MORE
CFA Society Chicago
Thinking about or searching for your next great job? Looking to make a career change or wanting to manage your career better? No matter what your job status is, everyone should have a persuasive, audience-focused resume, value/branding statement, LinkedIn page, and know what their strengths are and be able to confidently present them. Above all, it's about having and executing a proactive job search plan.
READ MORE
 |
|
Robust Investment Accounting + Flexible and
Powerful Reporting + ++
Do you have some unique requirements
you can’t find elsewhere? Read more
To contact us: Sales@VestServe.com
|
|
CFA Society Chicago
Doug Ramsey, CFA, CMT is the Chief Investment Officer of The Leuthold Group, LLC, and Co-Portfolio Manager of the Leuthold Core Investment Fund and the Leuthold Global Fund. In addition to his CIO and Portfolio Management responsibilities heading both the asset allocation and investment strategy committees, Ramsey maintains the firm's proprietary Major Trend Index, a multi-factor model which evaluates the underlying health of the markets, both domestically and globally. He is also the lead writer for The Leuthold Group's highly regarded institutional research publications.
READ MORE
CFA Society Chicago
Gary Brinson, CFA, is president of GP Brinson Investments, a private investment company, and founder of Brinson Partners, Inc., a nationally recognized authority on global investing. He has lectured and contributed to educational and professional investment forums over the past 40 years. Brinson is the co-author of two books on global investing and has authored numerous articles on an array of investment topics including asset allocation and performance attribution. He received his BA in Finance from Seattle University and his MBA from Washington State University.
READ MORE
U.S. News & World Report
President Donald Trump wants to slash individual tax rates, throwing a curve at investors who had planned to convert their traditional IRAs and 401(k)s to tax-free Roth accounts.
The dilemma: convert now and pay tax at today's rates, or wait until rates are lower and a conversion will cost less?
The decision would be easier if a tax cut were a sure thing, but it's anyone's guess what will happen once the tax debate begins in earnest.
READ MORE
Chicago Tribune
There are a lot of pluses to owning rental real estate: diversifying from the usual investments of stocks and bonds; offering an alternative stream of income; and creating a potentially scalable business. But there are challenges, too — it requires capital, a time commitment and dealing with tenants. "Real estate investing is not for the faint of heart," said Robert Dolan, owner of mortgage broker Capital Financial Group in Winnetka.
READ MORE
Reuters
The S&P 500 and the Nasdaq Composite lost ground after touching record highs on Monday as investors looked for fresh catalysts following centrist Emmanuel Macron's widely expected victory in the French presidential election.
Currency markets were in sharp focus, with the euro hitting a six-month high against the dollar after Macron comfortably defeated far-right nationalist Marine Le Pen who had threatened to take France out of the European Union.
READ MORE
Chicago Tribune
U.S. Senate vote Wednesday will complicate Illinois' effort to make workplace retirement savings plans available to 1.3 million workers, but state Treasurer Michael Frerichs said the federal action will not stop Illinois from going ahead with its novel Secure Choice program.
Under the Secure Choice plan passed by the Illinois legislature in 2014, companies that employ more than 25 workers and don't offer 401(k)s or pension plans will be required to make available individual retirement accounts that would be run by the state.
READ MORE
Illinois Policy
After Puerto Rico declared a form of bankruptcy May 3, The New York Times used these words to describe the U.S. territory’s fiscal woes: “borrowing to pay operating expenses, year after year”; “unable to provide its citizens effective services”; and “rising pension costs, crumbling infrastructure, departing taxpayers and credit downgrades.”
READ MORE
Chicago Inno
A Chicago venture capital firm that invests in real estate tech startups just closed a $33 million fund to help grow the next innovations in real estate.
Moderne Ventures announced Tuesday that it has closed a $33 million venture fund to invest in early-stage startups in real estate, finance, insurance and home services.
READ MORE
Curbed Chicago
For the fourth year in a row, the Chicago metropolitan area has taken the top spot on Site Selection magazine’s list for corporate growth. The magazine, which focuses on corporate relocations and investment, tallies a total of 424 projects in the Chicago area in 2016. The total number of corporate facility project investments is up from previous years (376 in 2015 and 385 in 2014), marks another sign of confidence in the Chicago market from employers and investors seeking to capitalize on the area’s talent pool and access to major infrastructural hubs.
READ MORE
Crain's Chicago Business
Bank of America has agreed to be the anchor tenant in a new 51-story office tower on Wacker Drive because it wants all its local employees who interact with customers to work in the same place, the bank's top Chicago executive said today.
The Charlotte-based bank confirmed Crain's earlier report that it signed a lease for about 500,000 square feet in the proposed 1.35 million-square-foot high-rise at 110 N. Wacker Drive, a deal the project's developers say is big enough for them to break ground.
READ MORE
Crain's Chicago Business
This spring, Illinois lawmakers are considering proposals to permanently freeze property taxes throughout the state. Not surprisingly, the idea is gaining steam among both Republicans and Democrats.
You may be asking yourself: Why wouldn't all local mayors support a permanent property tax freeze as well?
READ MORE
|
|
|
|
7701 Las Colinas Ridge, Ste. 800, Irving, TX 75063
|
