Are You A "Risk-Wise" Advisor?

By Michael McDaniel, Chief Investment Officer Every investor psyche has a back story.  I started managing money in 2000, right as the tech bubble was ...

22 Dec 2014

How Jason Zweig is Right and Wrong At the Same Time

By Mike McDaniel, Chief Investment Officer Jason Zweig pens a fascinating piece in the Wall Street Journal panning the qualitative and psychology ...

25 Oct 2014

Long Term Consensus, Interest Rates and the Riskalyze Philosophy

By Mike McDaniel, Chief Investment Officer In April 2013 I was heckled while on stage at an advisor conference as I demoed the Riskalyze Interest ...

24 Oct 2014

What to Do About GOOG

By Michael McDaniel Chief Investment Officer If you haven’t heard, Google is shaking up its stock with effectively a 2-for-1 stock split, but the new ...

3 Apr 2014

Math > Stereotypes

By Mike McDaniel, Chief Investment Officer “A man has got to know his limitations.” —Dirty Harry The first time I saw the technology at the heart of ...

13 Nov 2013