No man is an island

A friend who is a personal asset manager at Goldman Sachs once said she would hire someone to manage her portfolio. I was surprised and asked why since she does this for a living. She said it is difficult to invest wisely when you’re emotionally involved. By...

Overlooked

It is appropriate one of the final projects printed this year was for SooJin Buzelli and PlanSponsor Magazine. We’ve worked on nice projects throughout the year and she had a story about financial advisors overlooking Millennials. The story boils down to feeling...

Mine, all mine.

AD SooJin Buzelli called earlier this fall for a story in CIO magazine about asset managers who realized it might actually be a good idea to buy a stake in companies of other asset managers. They realized they would be the best people to analyze asset managers so they...

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