Apr 9, 2022
Does Yield Curve Inversion Matter For Investors?
Yield curve inversion may be among the better predictors of U.S. recession, yet it has limitations.
MoneyTop Advisor/SHOOK
Top Advisor/SHOOK
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Best-In-State Wealth Advisors 2022
As global pandemic worries take a back seat to the economic fallout from the biggest conflict in Europe since World War II, the professionals on the Forbes/Shook 2022 Best-In-State Wealth Advisors list have a proven record of guiding their clients through volatile markets. This list features more than 6,500 advisors managing a collective $10 trillion.
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Apr 8, 2022
High Inflation Creates A Portfolio Crisis
High inflation is leading to a sell-off in bonds and equities which means that the end of globalisation will pose great problems fro the investment management industry.
Apr 7, 2022
Methodology: Forbes Best-In-State Wealth Advisors 2022
Forbes' rankings, developed by SHOOK Research, are the only advisor rankings with a focus on quality, including interviewing advisors in-person, virtually and by telephone.
Apr 7, 2022
This Top Advisor Went From Searching For Aliens With NASA To Managing Billions
Prior to joining financial services, Paul Pagnato was a microbiologist for NASA in a program tasked with detecting life in outer space. In 1992, he made a career change, joining Merrill Lynch where he would spend nearly two decades before opening his own shop.
Apr 7, 2022
Wells Fargo Advisor Brings Accounting Background To Bear, Managing $1.8 Billion For Clients
Milia studied economics and accounting at Lehigh University and started his career in public accounting at KPMG, before going on to serve as CFO at one of his clients.
Apr 7, 2022
UBS Advisor Manages More Than $2 Billion After Starting Career At Fortune 500 Company
Fredrickson spent nearly two decades at Eastman Kodak before a career change led her to wealth management and eventually UBS.
Apr 7, 2022
How A Top Advisor Moved From Shanghai To Michigan And Built A Multi-Billion Dollar Firm
Growing up and attending college in Shanghai, Charles Zhang came to the U.S. at age 21 to attend Western Michigan University on a scholarship where he got his masters in economics.
Apr 5, 2022
Putnam’s Collins Draws On Nature For ESG Investing Inspiration
Putnam Investments Katherine Collins turned to nature for insights into how she could become a better portfolio manager and investor. Today, she leads Putnam's sustainable investing efforts.
Apr 4, 2022
Jamie Dimon’s Annual Letter To JPMorgan Chase Shareholders Talks Technology
JPMorgan Chase CEO Jamie Dimon's letter to stockholders in the bank’s 2021 annual report provides insights into where the bank's $12 billion technology investment is going—and what it expects to get back from it.
Mar 31, 2022
U.S. Economy Not As Strong As It Appears
While the U.S. economy grew 6.9% in the fourth quarter and 5.7% for 2021, when the impact from inventories are removed it grew 1.6% and 5.3%, respectively.