Preview Mode Links will not work in preview mode

Gaining Perspective

Jan 27, 2020

This year, 2019, may be remembered as the year to be invested in large-cap growth stocks, with the Russell 1000 large-cap growth index returning over 30% year-to-date. One of the standout funds this year is the William Blair Large Cap Growth (LCGNX), which has returned over 35% with less than a week to go in the year....


Jan 21, 2020

Only 2% of mutual fund assets are managed by women. One of them is Rupal Bhansali, who also happens to be a woman of color. She offers some insights into the keys to her successful career path, as well as the top contrarian opportunities she sees in the non-U.S. markets.


Jan 10, 2020

One of the most consequential decisions an advisory firm must make is the suite of technology applications it will use – everything from financial planning to investment management to CRM and the myriad ancillary systems that streamline operations and deliver clients the information they want.  My guest today has seen...