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Nasdaq

13F Filings: Lessons for Investors

4 years 4 months ago
It’s 13F season! In case you don’t know what that is, institutional investment managers with more than $100 million in assets under management are required by law to file a Form 13F with the Securities and Exchange Commission (SEC) each quarter.
Martin Tillier

Sibling Dynamics in Family Succession Planning

4 years 4 months ago
It’s essential to consider the sibling dynamics of family succession planning. Why? So, the process does not set sibling against sibling, ending in a family breakup or, at the very least, an impasse to the planning itself.
Hugh Massie

Is the End of the 9 to 5 Day Drawing Near?

4 years 4 months ago
The pandemic might have wreaked havoc on the way people work, but it also introduced a flexibility to people’s work days that many hadn’t experienced before.
Chris Morris

The World’s Top 5 Oil Consumers

4 years 4 months ago
Oil is one of the world’s most important energy resources, and it continues to underpin the modern-day economies across the world.
Prableen Bajpai

New Research and Website on Performance Dispersion

4 years 4 months ago
This investment phenomenon has been widely reported through major research and analysis including a white paper put out by Morgan Stanley Investment Management, Dispersion and Alpha Conversion (April 14, 2020)
Rocco Pellegrinelli

Are Tech Stocks Poised to Bounce Back?

4 years 4 months ago
Tech stocks could be nearing a bottom as the Nasdaq Composite hits historical lows and tech darlings such as Meta (FB), Google (GOOG), Amazon (AMZN) and Apple (AAPL) draw bargain hunters.
Ivan Castano
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11 minutes 21 seconds ago
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