Format: Blogs

Everything’s Up

On Wednesday, the Federal Reserve agreed to lift the Federal Funds rate by .25%, bringing the new range to .75 -1.00%. This is the third such hike in the last 15 months. After the announcement— which was well anticipated by markets—stocks, bonds and gold all rallied. How can markets that are sup[...]

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Samsung and Rockefeller: Tales of Chaebols and Trusts

The economic and political systems of South Korea are roiling with accusations of corruption and influence-peddling encompassing every major industry, rising all the way to the office of the president. These accusations are the latest public outcry against South Korea’s particular brand of busines[...]

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Stock Prices as a Leading Indicator

I have an opportunity to co-teach a course in portfolio management with a local finance professor. As a result, I am required to return to my finance roots and think about markets from an academic perspective. Last weekend, our class discussed how to determine the value of a stock. While there are m[...]

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BAT and You

If you are a major league baseball fan, you know that spring training has begun and games are underway. If you are a Brewers fan, you are trying to understand what “rebuilding” means. As we approach President Trump's address to the joint session of Congress today, we know that spring training is[...]

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Devil’s Advocate

Last week, our entire research and portfolio management team got together, as we do each quarter, to discuss our investment philosophy and process. We were focused on developing the behaviors of successful investment teams. One of the most important behaviors has to do with intellectual curiosity. B[...]

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Road Trip

My wife’s difficulty with altitude sickness has turned our annual skiing sojourn to Colorado into a road trip, as we use time in the car to acclimate to the thinner air found in the mountains. For the economically minded, 32 hours on the road provides insight into over-the-road commerce, the value[...]

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Expanded Investment Possibilities Within Your 401(k)

Did you know your 401(k) retirement plan offers a brokerage window for you to take advantage of broader investment options than your traditional 401(k) plan? Brokerage windows give 401(k) contributors investment opportunities beyond the traditional retirement fund options offered by their plan. Brok[...]

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Parenting 202

As my son transitions to the double digits, I find one of the parenting challenges getting more difficult to balance: The use of a hands-on approach to providing direction versus a hands-off approach of allowing him to try, fail and try again. I understand the benefits of both and know that they sho[...]

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Transitions Are Hard

Last Friday’s inauguration of our country’s 45th president went smoothly—on the dais. Outside the mall in Washington D.C. and around the country, there were those who were exercising their First Amendment right to protest. The transition of political power will likely be more contentious, give[...]

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Generational Cheddar: Three Models for Innovation in Family Tradition

Recently, when composing a cheese tasting for my family, I took full advantage of the dizzying variety of cheeses available here in the state of Wisconsin. Each of the three cheddar cheese varieties we tasted were “generational cheddars,” cultivated from generations of family history in the chee[...]

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