For decades, finance functions allocated resources based on historical data, intuition and a fixed annual budget cycle. This approach provided a stable foundation in predictable markets but lacked the ...

Model portfolios continue to gain traction with financial advisors. Approximately $424 billion follows model portfolios as of June 2023, a 48% increase from $286 billion two years prior[1]. With this ...

Now more than ever, businesses are monitoring their investments in areas like technology, staff, marketing and product innovation. In the world of e-commerce, I find this to be particularly true.

Below I evaluate each of the asset class buckets. 1. Inflation Beneficiary Equities [IBEs] This asset allocation bucket is performing well and that performance, together with increases in some ...