In researching financial markets, investment trends and investor behavior, we leave no stone unturned to bring you a thoughtful, well-informed point of view.

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THE SUM


Knowledge + care + discipline bring you peace of mind


Click the links below to read more—and please let us know what you think.

No Country For Bold Men

In Cormac McCarthy’s novel No Country for Old Men, killer-for-hire Anton Chigurh gives some victims a chance to escape their fate by calling heads or tails on the flip of a coin. We all have made bets on the flip of a coin, so the excruciating suspense in the novel is not the result of the probabilities but from what is at stake.

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Stability Creates Instability

Talk to anyone baby-boomer age or older about families and you will hear complaints about the extremes modern parents go to protect their children. Today’s toddlers will never get a bruised face from a coffee table at home, because a rubber bumper surrounds the edges.

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Layers of Deception

Each significant financial market downturn reveals the excesses of the previous boom, including a number of scams and frauds. The exposure of these deceits in turn leads to the unflattering portrayals of the financial services industry in the media and further attempts to increase regulation.

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Annual Chart through 2015

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