Yesterday, my three partners and I held our annual winter offsite meeting at Barry’s house on the north shore of Long Island. This is the retreat we use to make our plans for the coming year, and to reflect on what’s gone on during the year currently ending. We look at the progress (or lack…

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We talk to advisor Nina O’Neal about advice and parenthood

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There’s nothing inherently wrong with this conflict existing and IPOs are a critical part of the capital markets ecosystem. Someone has to buy.

Welcome to the latest edition of What Are Your Thoughts – Michael Batnick and Downtown Josh Brown break down the biggest topics of the moment. On this episode:

Mindy started Diamond Consultants in 1998 with nothing more than a pad, pen and phone, working from the bedroom floor in her home.

Greg Zuckerman got inside Renaissance Technologies to learn the story of how Jim Simons solved the market. Incredible tale.

Can a financial advisor manage a portfolio of active funds and consistently select outperforming managers for her clients in advance?

My asset allocation and outside bets make sense only for me, just like your portfolio ought to make sense only for you.