Behind the Numbers Blog

One theme we have been increasingly focused on of late is automation. We recently took part in an event showcasing the future of automation, focused on some of the most immediate applications of autonomous technologies which we believe will see increasing...

Success in investing is sometimes as much about managing emotions as it is about the numbers. When markets “feel” terrible, our instincts often scream at us to either sell, or stay on the sidelines. However, markets have shown time and time again that...

We continue to believe as we move into 2025 (and beyond) that the market is primed for additional upside. We remain in the middle-stages of what we believe to be a generational bull market, with the returns over the next 5-10 years to be driven by productivity...

25 Lessons From 25 Years Managing Money I have been dragging my feet on writing this blog since May of this year. It was in a bar 25 years ago that I found myself unexpectedly recruited into the investment business at my university’s end-of-year celebration...

Every January for the last several years we have attempted to make predictions about the year ahead. Each year we are then reminded that making predictions, though fun, is far from a reliable science. Over the years we have often been right, but there...

As most of our clients know, we have long been believers in the Generational Cycles theory. This theory suggests that the S&P 500 follows an alternating trend of Secular Bull Markets and Secular Bear Markets, lasting 16-18 years each, which are broadly...

Discover distinct saving approaches lead to vastly distinct financial outcomes, and learn how automation and professional guidance can help you overcome challenges and assist you in achieving your financial goals.

Unlock the power of AI and human advice in finance, and discover how AI transforms investing while human advisors remain crucial in managing emotions and behavioral biases. Click to explore this promising synergy!

The intersection of technology and healthcare, and the biotech revolution, are being fueled by an aging population, soaring demand, and cutting-edge advancements. Click to read about the generational investment opportunity offered by this mega-trend.