Let’s Bury the Term TAMP

It’s time to toss the TAMP term. It has served its purpose and is ready to be superseded by terminology that is more descriptive, has more practical utility, and is not misleading.

The Value of Values

Before you can determine if Bitcoin, Big Data or any other prepackaged, recipe-for-success advice is right for your firm, you need to get in touch with your values.

The Corona Virus Broke the Weighing Machine

COVID-19 triggered a rapidly unfolding story of human tragedy and economic devastation. It also unleashed a disturbing volume of content masquerading as objective analysis. Much of it is just a smoke screen to advance personal and corporate agendas. My inbox, clutter and junk files are full of thinly veiled attempts to gain from, or capitalize … Read More

Market Timing Is the Enemy of Investment Success

This article will help you determine if outsourcing might provide benefits to your firm. It will also explore the different outsourcing business models that are available, how to pick the right outsourcing partner and how to explain outsourcing to your clients.

The Ins And Outs Of Outsourcing Your Investment Management

This article will help you determine if outsourcing might provide benefits to your firm. It will also explore the different outsourcing business models that are available, how to pick the right outsourcing partner and how to explain outsourcing to your clients.