Kenneth French and the Five-Factor Model

Lots to unpack here but below are some high points from Kenneth French’s talk on his Five-Factor Asset Pricing Model: “There’s no magic here; it’s really, really simple,” is how he opened the discussion. And to his credit, he seemed every...

Thoughts on Energy from Schwab IMPACT

Ed Russell of Tortoise Capital Advisors conducted an Energy Sector question-and-answer forum today at Schwab IMPACT. A few takeaways: Russell likes the midstream MLP space, particularly companies with fee-based cash flows that are less correlated to commodity prices....

Healthcare Costs are a Problem

Healthcare costs are high and getting higher. That’s alarming but it’s not necessarily news. What is news, however, is how people view healthcare costs and how they plan for them in retirement. Per Peter Stahl’s presentation at Schwab IMPACT a few...

Schwab IMPACT Conference: Who I Want to Hear

As I type, I’m 28,530 feet in the air and Boston-bound for Charles Schwab’s annual IMPACT conference. IMPACT is an industry-focused conference specifically for registered investment advisors, so it is with a high degree of sarcasm that I say this is a...
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