Intentional

Passive or active? That is the question investors often ask. What they mean is, should I invest in a fund that is “actively” managed or should I invest in a “passive” fund that simply mirrors a market index? There are good arguments for both approaches, but more importantly, is that even the right question? The…

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Everything is AI, but is AI Everything?

Will AI take over the world? The market ping-pongs from AI being “the greatest boom ever” to “it is already overdone and these enormous investments will never pay off.”  So, which is it? Most likely none of the above, but let’s take a deeper look at what happened last quarter…

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First Quarter 2026

Panic and Run! When my daughter was young her favorite show was a Disney cartoon called “The Lion Guard.” In one episode, the Lion Guard was trying to help a zebra whose herd was under attack by some hyenas, and the zebras’ reaction was to panic and run. I can still see my daughter dancing…

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