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By the Author

An In-Depth Look at Investment Risk Through Drawdown Analysis

Investment Management
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This investment insight discusses a more refined method of managing and mitigating loss. The concept of risk is typically not well defined and can even be subjective, making “risk arithmetic” challenging to understand if not outright misleading. Standard deviation, the broadly used default risk metric, has significant limitations. The concept of “drawdown” is a more

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What’s your tax reform IQ? Top 10 takeaways

Tax Reform
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On December 22, 2017, President Trump signed into law the highly anticipated tax bill, and most provisions became effective on January 1, 2018. For the first time in over 30 years, we are faced with an overhauled U.S. tax code and revised regulations that have made it even more massive and labyrinthine. In our continuing effort to keep you abreast

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