50 Washington Street
9th Floor
Norwalk, CT 06854
-
What March Madness Teaches About Our Biases
- by: Hank Berkowitz
- March 25, 2024
No CommentsWith the first week of the NCAA Men’s Basketball tournament (aka #MarchMadness) in the books, many of you are lamenting your “busted brackets.” Don’t feel bad. An estimated 30 million people painstakingly fill out their tournament picks every year, and there has never been a verified perfect bracket. The closest to perfection came in 2019, when a
-
Does Word Count Matter?
- by: Hank Berkowitz
- December 14, 2023
Rarely a week goes by when a nervous financial professional doesn’t reach to me for help with a last-minute guest column for the business media. With a deadline bearing down, the thrill of being a guest contributor has been replaced by the anxiety of “what am I going to write about and how will I/we
-
What March Madness Teaches Us About Investing Bias
- by: Hank Berkowitz
- March 16, 2023
Hard to believe, but the annual NCAA men’s Division I basketball tournament is upon us. The national championship of college basketball (aka “March Madness”) is the ultimate three-week long reality show. Where else can little known universities (aka small cap growth stocks) such as St. Peters, Loyola of Chicago, Murray State, Weber State and Florida
-
What If We Forgot to Have the Recession?
- by: Hank Berkowitz
- January 12, 2023
Ain’t nobody got time for that! Experts have been warning us about a recession for over a year, but maybe we’re too busy to notice. As Kimberly “Sweet Brown” Wilkins of viral YouTube fame would say: “Ain’t nobody got time for that.” The unemployment rate of about 3.7% was at or near a 50-year low.
-
Gen Z Poised to Reverse the Financial Literacy Slide
- by: Hank Berkowitz
- August 16, 2022
By Blaise Mazurkiewicz, guest columnist According to our firm’s annual CPA/Wealth Advisor Confidence Survey three out of five (63%) respondents believed that financial literacy and awareness has not improved over the past two years. Even more troubling, the data found financial advisors were more pessimistic about the younger generation’s financial future than any other generation.
-
From Markets to Memorial Day Let’s Keep Things in Perspective
- by: Hank Berkowitz
- May 30, 2022
When thoughts turn to beaches, beer, barbecues and baseball over the three-day Holiday weekend, it’s easy to lose sight of what Memorial Day is all about. We’ve retail-ized the last weekend in May into the official “kickoff to summer” celebration. In reality, we’re supposed to be honoring U.S. military personnel who have died serving in
-
Financial Literacy Month Should Last 365 Days
- by: Hank Berkowitz
- May 13, 2022
April and National Financial Literacy Month are in the rearview mirror. But that doesn’t we should take our feet off the gas pedal when it comes to addressing the nation’s financial literacy epidemic. According to our annual CPA/Wealth Advisor Confidence Survey, just one-third of financial advisors (38%) believe America’s financial awareness has improved in the
-
March Madness Confirms Humans Don’t Add Much Alpha
- by: Hank Berkowitz
- March 23, 2022
First let me tell you why I love the annual NCAA men’s Division I basketball tournament (aka March Madness). It’s the ultimate reality show. Where else can little known universities such as St. Peters, Loyola of Chicago, Murray State, Weber State, Florida Gulf Coast and Valparaiso suddenly jump into the national limelight with upset wins
-
Baseball: The National Past (It’s) Time
- by: Hank Berkowitz
- March 4, 2022
With all the problems in the world today, the last thing we need are billionaire team owners squabbling with millionaire ballplayers over money. With Opening Day and the first week of the Major League Baseball season canceled, fans and viewers may not return if and when the owner-player dispute is settled. With a “minimum wage”
-
Inflation Worries Inflated?
- by: Hank Berkowitz
- February 23, 2022
Yep, we have plenty to worry about as we grind through another seemingly endless winter on the two-year anniversary of the pandemic (2/22/22). Russia has invaded Ukraine. The first of many interest rate hikes seems imminent. Tax rates are likely going up. COVID remains omnipresent. The long-running bull market is taking a breather to massage
- 1
- 2