A Nuanced Macroeconomic Approach to Investing

Bill Hortz's picture

[The crunching and evaluating of statistics can lead to vastly different outcomes depending on one’s mindset, approach, or biases coming into the equation.

The “Shadow” Care Giving System and Economy

Bill Hortz's picture

[There are several hidden threats to retirement that are not being proactively or adequately addressed by the financial community. There are multiple reasons for this.

Next Steps for Wealth Management Technology

Bill Hortz's picture

[The inexorable march of financial technology is providing competitive new services, capabilities, and delivery systems for wealth management platform sponsors, asset managers, and financial advisors.

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