Looking to Our Past to Guide Our Future
American Portfolios (AP) marked its 20th anniversary this last year, triggering some reflection on our two-decade journey and where the future may take us.
Read MoreAuthor: Lon T. Dolber
Our Generation’s May Day
On May Day, the 183-year-old Wall Street practice of charging fixed commissions came to an abrupt end. The industry profoundly and irreversibly changed that day. It gave rise to discount brokers—Charles Schwab being the pioneer and most successful offspring of May Day—and led to the disappearance of scores of old-line, white-shoe brokerage firms who found themselves unable to compete. Some historic inflection points come with black-and-white dates and blaring news headlines; others sneak up, quietly and gradually. Either way, they are not to be ignored.
Read More
Corporate Culture: Capitalism 2.0: Beyond ESG
In recent years we have seen how investors, communities and, increasingly, the C-suite have raised the bar on the expectations and standards by which businesses operate. Some thinkers believe that “Capitalism 2.0” doesn’t end there, however. According to two much buzzed-about books, business leaders need to reframe how they view the “game of business” and inspire corporate culture with a sense of decency.
Read More
The Financial Advisor’s Role in Sustainable Investing
Increasingly, ESG considerations are priority objectives for corporate leadership, key inputs for how asset managers deploy their investments, and how affluent and young investors select investments … and their financial advisors.
Read More
Re-Configuring America’s Supply Chains
American businesses are increasingly examining their supply chains to reduce their reliance on Chinese sourcing. This was catalyzed by the trade war between China and the U.S., and accelerated by the coronavirus (COVID-19) pandemic.
Read MoreRecent Videos
