September CRU: Markets, Machines, & the Race to Stay Ahead “Conversations with clients …” is an informal communication from one of our participating money managers, Jason Thomas, PhD, CFA, CEO of Portfolio Design Labs. Being an investor hasn’t been much fun lately. After a very challenging July, August looked to be strong again … for … 
Read
September CRU: Markets, Machines, & the Race to Stay Ahead Read More »
August CRU: Record Markets, AI & Rising Cyber Risks “Conversations with clients …” is an informal communication from one of our participating money managers, Jason Thomas, PhD, CFA, CEO of Portfolio Design Labs. Driven by the very strong earnings results and outlooks of its key constituents, the S&P 500 Index is back at record highs. … Read
August CRU: Record Markets, AI & Rising Cyber Risks Read More »
July CRU: Are You Investing for Headlines or the Long Term? “Conversations with clients …” is an informal communication from one of our participating money managers, Jason Thomas, PhD, CFA, CEO of Portfolio Design Labs. Some things are starting to feel a bit… repetitive. The stock market hits new highs driven by excitement over a … Read
July CRU: Are You Investing for Headlines or the Long Term? Read More »
June CRU: Finding Strength in a Changing Market “Conversations with clients …” is an informal communication from one of our participating money managers, Jason Thomas, PhD, CFA, CEO of Portfolio Design Labs. It can all feel a bit overwhelming. In the last two weeks, investors have had to digest a strong Payrolls report, a relatively … Read
June CRU: Finding Strength in a Changing Market Read More »
May CRU: Earnings Fuel Recovery Amid Interest Rate Uncertainty “Conversations with clients …” is an informal communication from one of our participating money managers, Jason Thomas, PhD, CFA, CEO of Portfolio Design Labs. We’ve said it before, but what a difference a month (call it six weeks) makes. March was painful for investors as higher … Read
May CRU: Earnings Fuel Recovery Amid Interest Rate Uncertainty Read More »
April CRU: Growth, Rotation, and a Changing Market “Conversations with clients …” is an informal communication from one of our participating money managers, Jason Thomas, PhD, CFA, CEO of Portfolio Design Labs. As of the close of trading last Friday, the S&P 500 was essentially unchanged for the year – remarkable performance for a market … Read
April CRU: Growth, Rotation, and a Changing Market Read More »
March CRU: Why Investors Are Looking at Different Assets “Conversations with clients …” is an informal communication from one of our participating money managers, Jason Thomas, PhD, CFA, CEO of Portfolio Design Labs. To borrow from Shakespeare, “now is the spring of our discontent …” Another spring, another global crisis with three characteristics that make it particularly … Read
March CRU: Why Investors Are Looking at Different Assets Read More »
“Conversations with clients …” is an informal communication from one of our participating money managers, Jason Thomas, PhD, CFA, CEO of Portfolio Design Labs. It started in earnest this month. For much of the past year, investors worried about a particular aspect of the future of technology: artificial intelligence (AI) would replace white collar workers and … Read
February TriCord CRU: A New Chapter of AI Is Beginning Read More »
The outcome of a recent lawsuit involving The National Association of Realtors® will go into effect starting on August 17, 2024. The lawsuit was regarding transparency around real estate agent’s commissions. As a general summary, the laws regarding real estate commissions have not changed, but the way in which commissions are communicated and negotiated has … Read
New Real Estate Commission Rules Read More »
Wealth management for business owners encompasses a comprehensive suite of services designed to manage the personal and business finances of entrepreneurs and business proprietors. It involves a holistic approach to financial planning, including investment management, tax planning, estate planning, risk management, and sometimes, succession planning. The aim is to protect, grow, and efficiently transfer wealth … Read
What is Wealth Management for Business Owners? Read More »
