June 9, 2023
This article, and others like it, were drawn by me from CFA Institute’s Sustainability Story podcast. The podcast’s wide ranging interviews with ESG thought leaders were boiled down to their essential concepts and distributed to a variety of CFA Institute…
June 8, 2023
This article, and others like it, were drawn by me from CFA Institute’s Sustainability Story podcast. The podcast’s wide ranging interviews with ESG thought leaders were boiled down to their essential concepts and distributed to a variety of CFA Institute…
June 5, 2023
This is an editorial I wrote for Barron's that concerns impact weighted accounting which focuses on the costs a company imposes on others to earn profits for its shareholders. Impact weighted accounting has gained attention as ESG investing becomes more…
May 30, 2023
I recently attended a mergers and acquisition conference for Registered Investment Advisors or RIAs. There's some 15,000 RIA’s in the U.S. and they are buying each other at a brisk pace. My friends at Gladstone Associates, who arranged the conference, serve…
April 10, 2023
In many of the daily distributions we send to the media, included is an item at the bottom called Coffee Beans. Why do we include this? Because let’s face it, even those who “love” their job tire from an unending…
April 6, 2023
This article was written with Louis Navellier, founder and chief investment officer of asset manager Navellier & Associates. It was part of a series of articles developed under an agreement with Kiplinger negotiated by me to designate Mr. Navellier as a contributor and…
March 7, 2023
Below, part two of what I learned about the financial media in 2022. Part one is here. The context is this: in 2022, I sent 952 queries to the financial media. Some worked, some didn’t. The point is, when you send…
February 28, 2023
In 2022, I sent 952 queries to the financial media. Some were highly focused and some were broad based. Some worked, some didn’t. The point is, when you send out 952 pitches to the media, you learn things. Here’s what I…
February 27, 2023
Just over 18 months ago, Nasdaq introduced its green equity designations for its Nordic stock markets. The designations were a set of operational and reporting standards, that if met, would confer a so-called Nasdaq Green Equity designation. This in turn…
September 2, 2021
This article was written with Stephen Deane and published by Barron's. At the time he was Senior Director, Capital Markets Policy for the Americas for CFA Institute. It was one of several articles we worked on together regarding market integrity…
April 22, 2021
This article was written with Stephen Deane and published by Barron's. At the time he was Senior Director, Capital Markets Policy for the Americas for CFA Institute. It was one of several articles we worked on together regarding market integrity…
April 16, 2021
This is an article I wrote for Kiplinger concerning 25 sturdy blue-chip stocks with brawny balance sheets that withstood the pandemic and are likely to weather another black swan event.
April 12, 2021
Introduction The rules governing sports seem unassailable. The rules are, well, the rules. That said, this doesn’t mean they are the best rules or the best way to play. Well-meaning rules have unintended consequences. And some rules are just plain…
March 30, 2021
What To Do Instead of Watching The Super Bowl Halftime Show Introduction The most useless, wasted time in America is the 30 minutes which constitute the Super Bowl halftime ‘extravaganza.’ Kid Rock wearing the American flag like a poncho .…
February 3, 2021
David R. Evanson Forward: I wrote this book for students of business, and maybe students of human nature too. I say students because, for better or for worse, the people covered in these few short stories, all of them clients,…
January 20, 2021
I was appointed the finance correspondent for Senior Life Advisor, an online magazine for investors near or in retirement. The articles for Senior Life Advisor were designed to offer actionable information as well as items of interest about economics, investing…
January 20, 2021
I was appointed the finance correspondent for Senior Life Advisor, an online magazine for investors near or in retirement. The articles for Senior Life Advisor were designed to offer actionable information as well as items of interest about economics, investing…
January 20, 2021
I was appointed the finance correspondent for Senior Life Advisor, an online magazine for investors near or in retirement. The articles for Senior Life Advisor were designed to offer actionable information as well as items of interest about economics, investing…
January 20, 2021
I was appointed the finance correspondent for Senior Life Advisor, an online magazine for investors near or in retirement. The articles for Senior Life Advisor were designed to offer actionable information as well as items of interest about economics, investing…
January 20, 2021
I was appointed the finance correspondent for Senior Life Advisor, an online magazine for investors near or in retirement. The articles for Senior Life Advisor were designed to offer actionable information as well as items of interest about economics, investing…
