Working Together

Investing Solutions

Helping make sense of today's investing landscape


Ask a Silly Question...

We've heard them all and are here to help!

We love hearing from you.
Ask us anything!

Unbiased Advice


Home 2017-03-29T14:35:12+00:00

Recent Posts

Saints and Sinners

November 16th, 2017|0 Comments

Sometimes the people and organizations we look up to turn out to have the same flaws as the rest of us. “The Reward of St. Sebastian.” Source: Wikipedia It’s natural to want to admire others, [...]

Looking for Risk in All the Wrong Places

November 15th, 2017|0 Comments

Can Artificial Intelligence really manage risk? Source: Wikipedia There’s a new application for Artificial Intelligence. It’s called regulatory technology, or “regtech.” It takes the rulebook of a supervisory agency, like the FDIC, and translates it [...]

Where the Light Is?

November 14th, 2017|0 Comments

Are investors looking for success in the wrong places? Photo: Jorge Diez Recio. Source: Morguefile There’s an old story about a man searching for something under a streetlight. A police officer comes by and asks [...]

Apocalypse Now

November 14th, 2017|0 Comments

Are we regulating local retailers out of existence? Photo: Jonny. Source: Granola Shotgun There’s a recent story about a family in California that bought an old fire station for $250,000 with a view toward converting [...]

One Shot

November 10th, 2017|0 Comments

We each get one shot. Promotional Poster. Source: Wikipedia Early in the hip-hop musical “Hamilton,” the title character sings, “I’m not throwing away my shot.” The catchy tune is mesmerizing, and it’s reprised several times [...]

Looking Backward, Looking Forward

November 9th, 2017|0 Comments

Have we learned anything? Sketches of Janus, Roman god of beginnings and endings. Source: Wikimedia Ten years ago the world experienced a series of financial cataclysms that resulted in the longest and deepest recession since [...]

The Merchants of Venice

November 8th, 2017|0 Comments

Whatever happened to Venice? Piazza San Marco, by Canaletto. Source: Metropolitan Museum of Art Venice used to be one of the richest cities in the world. After the fall of the Roman Empire, the world [...]

Double Entry Computing

November 8th, 2017|0 Comments

Why is finance so dumb? Photo: Helloquence. Source: Unsplash In an era of mobile computing and 3-D printing, financial analysis is stuck in the ‘80s. The principal tool of the analyst is the spreadsheet -- [...]