Category: Investors

CNBC: Controversy, dissent and baggage are good for your stock portfolio

This article was written for CNBC.com. Having more than one decision-maker can only work if the participants can handle the fights and come away scuffed-up but, basically, uninjured. Who has ever made much money buying a stock when everyone agreed that it was fantastic idea? Read the full article on CNBC.com here

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NYT: After a Market Swoon, Investors Are Seeking Safety

While the stock market has shocked us back to the reality that markets don’t just go up all the time, we have seen the logical buying of very oversold stocks and improvement of international markets that hit extremely low valuations compared to the US.  That’s all generally good news for orderly markets. Read the full…

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CNBC: Halftime Report

Kari appeared via video link on Halftime Report this week to discuss the recent selloff. Watch the full video on CNBC.com

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Digital darling stocks are not necessarily riskier than blue chip names despite their reputation

One of the favorite pastimes of market watchers is predicting the next seismic shift in investor preference. The latest trendy forecast goes something like this: We’ve had a major pivot from the digital darling FAANG stocks to the rejuvenated “Blue Chips” of 2018. However, finding evidence of this type of leadership swap in history is far from…

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HBR: How One CEO Prepared Her Organization for Her Retirement

“Last year I decided it was time to shake things up at our investment management company.  After 12 years as president and then CEO, I thought it was time to shift some of my responsibilities to my partners.” In my most recent HBR post, I discuss the difficult process of preparing Aureus for an eventual CEO transition. Read…

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