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2019

  • Baird
  • 2019
Four people hiking on a bluff at sunset.
Financial Industry
2019
Warriors for Opportunity

Financial capitalism – free markets powered by a robust financial system – is the dominant economic model in the world today. Yet many who have benefited from the system agree it's not working the way it ought to.

Keep Reading
Abstract blue image
2019
Stewardship
Financial Industry
Financial Innovation ... for What and for Whom, Exactly?

John Taft discusses Libra, a proposed digital currency venture led by Facebook.

Keep Reading
Photograph of a meeting between three adults to review paperwork while sitting at a kitchen table.
2019
Wealth Management
Answering the Important Questions

John Taft and Michael Antonelli sit down to talk about the purpose of wealth management and the potential value a good financial advisor can add in people’s lives.

Keep Reading
Doctor sitting in front of several computer monitors looking at a brain scan.
2019
Wealth Management
Are You a "Neuro Fiduciary?"

Do people learn to serve as fiduciaries through education, coaching, experience and working with clients – or are we hardwired to be good fiduciaries? Or bad ones?

Keep Reading
Building that is in the style of Gothic architecture.
2019
Stewardship
Philanthropy Humbugs

Why Some Acts of Charity Draw Criticism

Keep Reading
Abstract blue image
2019
Financial Industry
Getting it Right

SEC's New Rule Protects Investors While Preserving Choice

Keep Reading
Hands wearing blue rubber gloves operating a microscope.
2019
Stewardship
The Brave New World of “Bio Bonds”

The Potential to Make an Impact

Keep Reading
Photo of two adults shaking hands while sitting at a conference table.
2019
Financial Industry
Is Finance a Profession?

A goldmine of academic thought and analyses regarding the distinction between a business and a profession.

Keep Reading
Reflection of a building on a body of water.
2019
Sustainability
Financial Industry
A Breath of Fresh Air

There's something encouraging and refreshing about the sight of cherry blossoms blooming anew in our nation's capital after a long winter.

Keep Reading
A blue wooden maze with a white arrow cutting through the center of the area in a diagonal direction.
2019
Financial Industry
Ockham's Razor and the Illusion of Complexity

A 14th century Franciscan friar, William of Ockham, is credited with having formalized the principle that "simpler solutions are likely to be more correct than complex ones."

Keep Reading
Hands typing on a keyboard with a computer screen in the background.
2019
Financial Industry
Stewardship
A High Stakes Tradeoff for Investors: Protection vs. Privacy

John Taft discusses a rule approved by the US Securities and Exchange Commission (SEC) that will create a database called the Consolidated Audit Trail (CAT).

Keep Reading

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